INDESIGN CS2 at Your Fingertips

INDESIGN CS2 ®

at Your Fingertips

TED LOCASCIO

San Francisco • London

INDESIGN CS2 ®

at Your Fingertips

TED LOCASCIO

San Francisco • London

Publisher: Dan Brodnitz Acquisitions Editor: Bonnie Bills

FullShot 99 © 1991-1999 Inbit Incorporated. All rights reserved. FullShot is a trademark of Inbit Incorporated.

Developmental Editor: Pete Gaughan Production Editor: Rachel Gunn Technical Editor: Jon McFarland Copyeditor: Liz Welch Compositor: Happenstance Type-O-Rama Proofreaders: Nancy Riddiough, Jim Brook Indexer: Ted Laux Book Designer: Franz Baumhackl Cover Designer: Ted LoCascio Cover Illustrator/Photographer: Getty Images Copyright © 2005 SYBEX Inc., 1151 Marina Village Parkway, Alameda, CA 94501. World rights reserved. No part of this publication may be stored in a retrieval system, transmitted, or reproduced in any way, including but not limited to photocopy, photograph, magnetic, or other record, without the prior agreement and written permission of the publisher. Library of Congress Card Number: 2005924335 ISBN: 0-7821-4420-9 SYBEX and the SYBEX logo are either registered trademarks or trademarks of SYBEX Inc. in the United States and/or other countries. Screen reproductions produced with FullShot 99.

Screen reproductions produced with Collage Complete. Collage Complete is a trademark of Inner Media Inc. SYBEX is an independent entity and not affiliated with Adobe Systems Incorporated, the publisher of Adobe ® InDesign ® software. This is an independent Sybex publication, not endorsed or sponsored by Adobe Systems Incorporated. Adobe ® and InDesign ® are trade marks of Adobe Systems Incorporated. TRADEMARKS: SYBEX has attempted throughout this book to distinguish proprietary trademarks from descriptive terms by following the capitalization style used by the manufacturer. The author and publisher have made their best efforts to prepare this book, and the content is based upon final release software whenever possible. Portions of the manuscript may be based upon pre-release versions supplied by software manufacturer(s). The author and the publisher make no representation or warranties of any kind with regard to the completeness or accuracy of the contents herein and accept no liability of any kind including but not limited to performance, merchantability, fitness for any particular purpose, or any losses or damages of any kind caused or alleged to be caused directly or indirectly from this book. Manufactured in the United States of America 10 9 8 7 6 5 4 3 2 1

To my wonderful wife, Jill, for her neverending love and support.

Acknowledgments First and foremost, I must thank everyone at

I must also thank Lynda Weinman, Garo Green,

Sybex for making this book possible. Thanks to

Michael Ninness, and the rest of the wonderful

publisher Dan Brodnitz and acquisitions editor

staff at Lynda.com for making me a part of their

Bonnie Bills for sharing my vision on this project

excellent online instructor team.

and for being as genuinely enthusiastic about

Loving thanks to my wife Jill for being so patient

InDesign as I am. Thanks also to Pete Gaughan for

while I was busy writing this book. Thanks also to

helping me develop this title and paying such close

Mom, Dad, and Val for being so supportive. I must

attention to the details, and to Jon McFarland for

also thank the Threads for keeping me in the band

acting as my technical editor and making sure

even though I cancelled several rehearsals in order

every shortcut, tip, and task is correct.

to meet chapter deadlines: Ladies and gentle-

Special thanks to my copyeditor, Liz Welch, for

men… Stan Arthur, Michael Hoag, Brian Merrill,

making this book read as well as it does. I must

and Sonny John Sundstrom (look for us in your

also thank my production editor, Rachel Gunn, for

nearest CD store cut-out bin).

working with me on the book’s schedule and keep-

Thanks to Jeff and Cheryl Morey, publishers of

ing everything on track.

Nursery Retailer magazine, for allowing me to use

I am forever grateful to my NAPP buddy Al Ward,

their layouts as example projects. Thanks also to

for referring me to Sybex in the first place. I would

R50 for the use of their logo.

also like to thank my good friend Steve Weiss for

I would also like to thank my cats—Ito, Chloe,

all of his helpful publishing insight and advice. Spe-

Tobias, Spencer (we miss you buddy), and Clin-

cial thanks also to the entire KW Media staff and all

ton—for forcing me to take breaks from my writing

of the Photoshop World instructors who inspired

in order play with them.

me to write and teach. I would not be doing this if it had not been for you.

And of course, thanks to Adobe for making such great software to write about.

About the Author Ted LoCascio is a professional

Places, and Florida Trend. Since 2001, he

graphic designer and an expert

has used Adobe InDesign to create layouts for

in InDesign, Photoshop, Illus-

magazines, books, and various advertising and

trator, and QuarkXPress. He

marketing materials, including brochures,

served as senior designer at

product packaging, posters and signs, and

KW Media and the National

interactive PDFs.

Association of Photoshop

A Chicago native (born a hopeless Cubs fan) and

Professionals (NAPP) for several years, and has

Columbia College alumnus, Ted relocated to the

created layouts and designs for many successful

Tampa Bay area in 1994. He currently resides in

software training books, videos, and magazines.

Tarpon Springs, Florida, with his wife Jill, and

He has contributed articles to Photoshop User

four cats.

magazine and taught at PhotoshopWorld. Ted is also the online video author of Adobe InDesign CS2 Essential Learning, available at Lynda.com.

When he’s not designing, writing books, feeding cats, or dodging hurricanes, he writes and records music with his current rock and roll band, the

A graphic designer for over ten years, Ted’s

Threads. A guitar player for over 20 years, Ted

designs and illustrations have been featured in

has played and recorded with national acts such

several national newsstand and trade magazines

as Barely Pink (Big Deal records) and Hangtown

such as Photoshop User, Mac Design, Nikon’s

(Black Dog records). For more info, visit

Capture User, PDIA’s Great Output, AAA Going

www.tedlukas.com and www.thethreads.us.

Contents INTRODUCTION

WORKSPACE

ix 1

3.17

Gradient Tool

48

3.18

Button Tool

49

3.19

Scissors Tool

50

CHAPTER 1

Interface Overview

1

3.20

Hand Tool

51

1.1

The Macintosh Interface

2

3.21

Zoom Tool

52

1.2

The Windows Interface

3

3.22

Other Toolbox Functions

53

1.3

The Document Window

4

1.4

Interface Objects

5

CHAPTER 2

Menus

CHAPTER 4

InDesign Palettes

55

4.1

Organizing Palettes

11

4.2

Customizing Your Workspace

56 59

Attributes Palette

60

2.1

Menu Overview

12

4.3

2.2

InDesign Menu (Mac Only)

13

4.4

Automation Palettes

61

2.3

File Menu

14

4.5

Color Palette

63

2.4

Edit Menu

16

4.6

Gradient Palette

64

18

4.7

Info Palette

65

2.5

Layout Menu

2.6

Type Menu

19

4.8

Interactive Palettes

66

2.7

Object Menu

20

4.9

Layers Palette

69

2.8

Table Menu

22

4.10

Links Palette

70

Object & Layout Palettes

71

View Menu

23

4.11

2.10

Window Menu

25

4.12

Object Styles Palette

74

2.11

Help Menu

26

4.13

Output Palettes

75

2.9

CHAPTER 3

InDesign Tools

4.14

PageMaker Toolbar

78

27

4.15

Pages Palette

80 82

3.1

Toolbox

28

4.16

Stroke Palette

3.2

Control Bar

29

4.17

Swatches Palette

83

3.3

Selection Tool

32

4.18

Tags Palette

85

3.4

Direct Selection and Position Tools

33

4.19

Text Wrap Palette

86

3.5

Pen Tools

34

4.20

Transparency Palette

87

3.6

Type Tools

35

4.21

Type and Tables Palettes

88

3.7

Pencil Tools

38

4.22

Book and Library Palettes

95

3.8

Line Tool

39

3.9

Frame Tools

40

CHAPTER 5

3.10

Shape Tools

41

5.1

General Preferences

42

5.2

Type Preferences Advanced Type Preferences

101 102

3.11

Rotate Tool

Preferences and Presets

97 98 99

3.12

Scale Tool

43

5.3

3.13

Shear Tool

44

5.4

Composition Preferences

3.14

Free Transform Tool

45

5.5

Units & Increments Preferences

103

Grids Preferences

104

Guides & Pasteboard Preferences

105

3.15

Eyedropper Tool

46

5.6

3.16

Measure Tool

47

5.7

Frames and Shapes

143

5.8

Dictionary Preferences

106

CHAPTER 7

5.9

Spelling Preferences

108

7.1

Frame/Shape Overview

144

5.10

Autocorrect Preferences

109

7.2

Selection Tool vs. Direct Selection Tool

148

5.11

Story Editor Display Preferences

110

7.3

Selecting Multiple Objects

150

5.12

Display Performance Preferences

111

7.4

Selecting Type

151

5.13

Appearance of Black Preferences

112

7.5

5.14

File Handling Preferences

113

Drawing Rectangles, Ellipses, and Polygons

152

5.15

Document Presets

114

7.6

Drawing Custom Shapes

153

Drawing Freeform Shapes

154

5.16

Print Presets

115

7.7

5.17

Adobe PDF Presets

116

7.8

Modifying Paths and Frames

155

Nesting Objects

157

5.18

Configure Plug-ins

117

7.9

5.19

Keyboard Shortcuts

118

7.10

Filling with Solid and Transparent Colors

160

7.11

Filling with Gradients

161

7.12

Filling Text

162

PAGE BUILDING CHAPTER 6

Creating and Managing Documents

119

7.13

Stroking Frames, Shapes, and Paths

164

119

7.14

Stroking Text

166 167

6.1

Starting a New Document

120

7.15

Aligning Strokes

6.2

Saving Document Presets

121

7.16

6.3

Opening InDesign Documents

122

Applying Stroked Path Start and End Styles

169

6.4

Opening PageMaker and QuarkXPress Documents

7.17

Saving and Applying Custom Strokes

171

124

7.18

6.5

Save vs. Save As

125

Applying Gap Color to Open Stroke Styles

172

6.6

Saving Backward with INX Export

126

7.19

Applying Corner Effects

174

6.7

Saving Files for Use with InCopy

127

7.20

Applying and Editing Compound Paths

175

6.8

Adding, Arranging, and Deleting Pages

128

7.21

Creating Custom Shapes with Pathfinder 176

6.9

Creating Multipage Spreads and Master Pages

130

CHAPTER 8

Targeting vs. Selecting Pages

131

8.1

Moving Objects

132

8.2

Resizing Objects

180

8.3

Rotating Objects

182 184

6.10 6.11

Creating Master Pages

Manipulating Objects

177 178

6.12

Converting Document Pages to Master Pages

133

8.4

Flipping Objects

6.13

Applying Master Pages

134

8.5

Shearing Objects

186

6.14

Deleting Master Pages

135

8.6

Grouping and Ungrouping Objects

188

6.15

Creating and Applying Parent/Child Master Pages

136

8.7

Selecting Objects within a Group

189

6.16

Overriding Master Page Items

137

8.8

Nesting Grouped Objects

191

6.17

Adding Page Numbers to Sections

138

8.9

Stacking, Arranging, and Locking Objects

192

6.18

Adjusting Ruler Guides

139

8.10

Duplicating Objects

194

6.19

Adjusting Margin and Column Guides

140

8.11

Aligning Objects

196

6.20

Aligning to Baseline Grid

141

8.12

Distributing Objects

197

6.21

Snapping to Document Grid

142

8.13

Saving Objects to a Library

199

8.14

Deleting Objects

201

Styles

263

8.15

Creating and Naming a New Layer

202

8.16

Placing Objects on Layers

203

11.1

Creating and Applying Character Styles

8.17

Enabling Layout Adjustment

204

11.2

Creating and Applying Paragraph Styles 266

11.3

Creating and Applying Parent/Child Styles

268

11.4

Creating and Applying Nested Styles

269

11.5

Creating and Applying Object Styles

270

11.6

Editing and Deleting Styles

273

11.7

Importing Styles

276

TYPOGRAPHY CHAPTER 9

Working with Text

207

207

264

9.1

Text Frame Options

9.2

Threading and Unthreading Text Frames

212

9.3

Importing Text

214

9.4

Importing Tagged and ASCII Text

216

9.5

Importing XML

218

9.6

Flowing Text

219

12.1

Importing a Graphic Image

278

9.7

Filling with Placeholder Text

220

12.2

Setting Import Options

280

9.8

Editing Using the Story Editor

221

12.3

Object Layer Options and Placed PSDs

283

9.9

Changing Case

222

12.4

Copying to and from Adobe Illustrator

286

9.10

Check Spelling

223

12.5

Resizing Placed Images

288

9.11

Editing the Dictionary

225

12.6

Updating Missing and Modified Links

290

9.12

Using the Dictionary with Foreign Languages

226

12.7

Emdedding Images

291

Font Overview

227

12.8

Object-Level Display Settings

292

12.9

Applying and Editing a Photoshop Clipping Path

293

12.10

Creating and Editing an InDesign Clipping Path

295

9.13

208

CHAPTER 11

9.14

Find/Replace Missing Fonts

228

9.15

Applying Find/Change

229

CHAPTER 10

Formatting

GRAPHICS CHAPTER 12

Placed Images

277

277

231 CHAPTER 13

Combining Graphics with Text 297

10.1

Kerning and Tracking

232

10.2

Scaling and Skewing Type

234

13.1

Placing and Editing Text Wraps

298

10.3

Adjusting Leading and Baseline Shift

236

13.2

Converting Text to Outlines

302

10.4

Underline and Strikethrough

238

13.3

Creating and Editing Type on a Path

303

10.5

Copy/Paste Text Formatting

240

13.4

Creating Paragraph Rules

306

10.6

Formatting Paragraphs

241

13.5

Creating a New Table

307

10.7

Creating Drop Caps

245

13.6

Making Table Selections

309

13.7

Adding and Deleting Rows and Columns 310

10.8

Applying Keep Options

246

10.9

Creating Hanging Indents and Punctuation

13.8

Merging and Splitting Cells

313

248

13.9

Adjusting Cell Spacing and Alignment

315

10.10

Change/Apply Hyphenation

251

13.10

Resizing Tables

316

10.11

Change/Apply Justification

253

13.11

Setting Table Borders, Strokes, and Fills 319

10.12

Bullets and Numbering

255

13.12

10.13

Setting Tabs

257

Creating and Editing Table Headers and Footers

322

10.14

Inserting Special Characters

259

13.13

10.15

Inserting Footnotes

261

Importing Tables from Microsoft Word or Excel

324

COLOR CHAPTER 14

325

Color and Transparency

325

14.1

Using Color Settings

326

14.2

Color-Managing Imported Graphics

327

14.3

Using Proof Setup for Soft Proofing

328

14.4

Creating and Saving Mixed-Ink Swatches and Groups

329

Accessing Colors Stored in Libraries

331

14.5

CHAPTER 16

Printing a Document

16.2

Creating Transparency Flattener Presets 359

16.3

Creating and Assigning Trap Presets

Embedding PDF Hyperlinks

370

17.3

Embedding Movies and Sound in PDFs

372

17.4

Exporting as EPS

374

Exporting as JPEG

376

Exporting as XML

377

Importing Colors from Other Documents

333

17.5

14.8

Changing an Object’s Opacity Level

334

17.6

14.9

Applying Blend Modes

335

14.10

Adding Drop Shadows

336

14.11

Feathering

338

14.12

Importing Transparent TIFFs

339

15.1

Preflighting and Packaging Preflighting Fonts

361

17.2

14.7

CHAPTER 15

360

Exporting as Adobe PDF

Converting Spot Colors to Process

CHAPTER 18

341

Exporting

350

17.1

14.6

OUTPUT

349

16.1

CHAPTER 17

332

Printing

Books and Other Large Documents

362

379

18.1

Creating a New Book File

380

18.2

Synchronizing Book Chapters

381

18.3

Page Numbering across Book Documents

382 383

341

18.4

Building a Table of Contents

342

18.5

Creating and Saving a TOC Style

384

Building an Index

385

Preflighting, Printing, and Exporting Books

388

15.2

Preflighting Links and Images

343

18.6

15.3

Preflighting Colors and Inks

344

18.7

15.4

Preflighting Print Settings

345

15.5

Packaging

346

15.6

Packaging for GoLive

347

INDEX

389

Introduction Since the dawn of desktop publishing, the printing

other books about InDesign CS2, trying to select the

industry has come to rely on page layout applica-

one that will best suit your needs. If you are look-

tions such as QuarkXPress and Adobe PageMaker.

ing for a complete resource for InDesign CS2—

When Adobe first introduced InDesign, it didn’t

one that will help you learn new skills and improve

take long for everyone in the industry to recognize

your existing ones—you have chosen the right book.

it as a serious alternative. It soon became apparent

When you’re faced with a particular job, would

that this is not just another page layout program.

you like to be able to find out quickly how to

Indeed, InDesign is truly a designer’s tool. The

accomplish just that task? Would you like to

familiar Adobe interface alone is enough to set it

know the shortcuts and secrets that help you

apart from other “page layout” applications and to

work faster and better in InDesign? If you are a

inspire graphic designers everywhere to expand

designer from a non-print field, looking for a

their print design horizons. Now, with the release

guidebook to help you learn InDesign, then this

of CS2, InDesigners can push their creativity

is one you need.

through the roof with all of its added functionality.

This is the book for you if you’re a developer who

New features include the ability to save and apply

knows InDesign but could use a quick reference to

object formatting with Object Styles, as well as the

find a particular and specific task, or to polish up

ability to control PSD and PDF layer visibility

on the new features in InDesign CS2.

through Object Layer Options, and the ability to save and reuse page objects with InDesign Snippets. There is also better integration with the other Creative Suite 2 applications through Adobe Bridge. What also sets InDesign apart is that it is not solely used for print design. Graphic designers have started to grow increasingly dependent on InDesign’s interactive PDF features, including the ability to embed hyperlinks, bookmarks, rollover buttons,

The concept behind InDesign CS2 at Your Fingertips is to provide InDesign users with a well-organized, comprehensive, and visual resource. Regardless of your skill level, this book provides immediate access to all of the program’s features. Beginning If you are new to InDesign, use this book to get acquainted with the InDesign interface and get step-by-step instruction in fundamental tasks so that you can get right to work on your first few layouts.

sound, and video. This isn’t page layout—this is cutting-edge new media!

Intermediate After you master basic InDesign skills, you can use this book to discover shortcuts

No matter how you are using InDesign CS2, there is one thing you can be sure of: this is by far the coolest “page layout” program in existence.

Who Should Use This Book If you are reading this, most likely you are standing in a bookstore or a library, surrounded by several

and more efficient ways of finishing routine tasks. You can use it as a springboard to specialize your skills for particular uses such as designing publications and marketing materials, creating interactive PDFs, and re-creating your layouts for use on the Web. ix

Advanced InDesign has undergone a lot of

and color libraries, and applying transparency

changes in the last few years, and staying ahead of

effects are all covered in this section.

the curve is never easy. This book is a comprehen-

Output Chapters 15–18 lay out the processes

sive reference manual, with thorough cross-refer-

you’ll need to preflight, package, print, and export

encing to help you find the detailed information

your InDesign documents, no matter what format

you need to stay up-to-date and pick up a few

or medium you use. Here you will find information

tricks and tips that you might not have realized.

about creating transparency flattener presets, trap

How This Book Is Organized: A Task-Based Reference

presets, exporting PDFs, packaging for GoLive, and using InDesign’s book features. InDesign CS2 at Your Fingertips also supplies

When you’re working in InDesign CS2, you’re trying to do something. That’s why InDesign CS2 at Your Fingertips is organized around the many tasks you can perform. Each section is broken down into several common tasks, where we provide you with a simple explanation of how to perform each one.

keyboard shortcuts using both operating systems’ conventions. In the margins, you’ll see both the Windows and Macintosh versions, on separate lines if they differ. In text, we’ve run them together a bit but still provide you with both: Command+Option/Ctrl+Alt means the Command

Workspace Chapters 1–5 introduce you to the

and Option keys on a Mac, the Ctrl and Alt keys in

InDesign CS2 interface and detail all the different

Windows.

parts you will be using. Here you will find information about the document window, menus, tools,

Using This Book

palettes, preferences, and presets.

Each section in this book is organized around the

Page Building Chapters 6–8 provide the skills that

idea of letting you quickly scan the information to

every InDesign user needs to master the core doc-

find the page that has what you need or send you

ument creation tools and techniques. Here you will

to another section in the book to look there. Rather

learn how to create documents, utilize master

than burying cross-references and keyboard short-

pages, and work with objects.

cuts in the text, we placed these in their own col-

Typography Chapters 9–11 deal with the specific

umn, along with general tips and warnings relevant

issues involved in adding text to your InDesign

to the topic at hand.

documents. Here you will find information about

In addition, this book makes extensive use of let-

importing and formatting text, and using styles.

tered “callout” labels on the figures to help you

Graphics Chapters 12 and 13 teach you how to

identify the various parts of the InDesign CS2

most effectively place, position, and combine

interface and how they work. These are generally

graphics with text in your layouts.

integrated with step-by-step instructions or bul-

Color Chapter 14 reveals specific skills related to adding and editing color in your documents. Utilizing color management, working with spot colors

x

leted lists, which refer to particular dialogs or palettes, with the callouts explaining how to set the various options.

Numbered section head Each new section in a

Tips Additional notes and warnings are included

chapter starts at the top of a page and is numbered

about the task or tool presented in the section.

for quick reference.

Callouts Hundreds of images in the book provide

Quick cross-references Each topic points you to

detailed labeling to eliminate the guesswork of fig-

other sections that relate to the subject or offer

uring out how the InDesign interface works.

alternative or more detailed information.

Sidebars You’ll find additional information that can

Keyboard shortcuts We provide the keyboard

be applied to the tasks presented in the chapter.

commands relevant to the section’s subject.

xi

How to Contact the Author

the Search box (or type indesign and fingertips),

Sybex strives to keep you supplied with the latest

and click Go to get to the book’s update page.

tools and information you need for your work.

Ted LoCascio is always happy to answer any

Please check their website at www.sybex.com for

questions that you may have about InDesign CS2.

additional content and updates that supplement

If you can’t find the answer in this book, please

this book. Enter the book’s ISBN—4420—in

e-mail your question to indesignquestions@ knology.net.

xii

1

WORKSPACE

C H A P T E R

Interface Overview place to start when learning any new software program. If you’re launching InDesign for the first time, you may not know where to start or what to click first. The controls, menus, palettes, and general look of the program are indeed all different from other page layout programs, such as Quark’s QuarkXPress or Adobe PageMaker. However, once you become familiar with this

PAGE BUILDING

GETTING FAMILIAR WITH YOUR new work area (also known as the interface) is the best

new environment, you’ll feel right at home with InDesign CS2.

TYPOGRAPHY GRAPHICS

If you’re a designer who is familiar with the other programs included in Adobe’s Creative Suite, such as Photoshop or Illustrator, then you may already be ahead of the game when it comes to learning InDesign. All three programs share common traits, including interface similarities, keyboard shortcuts, and controls. But even if you’ve never used Photoshop or Illustrator and will put you in the driver’s seat and get you up to speed with InDesign’s interface.

1.1

The Macintosh interface

■

1.2

The Windows interface

■

1.3

The document window

■

1.4

Interface objects

OUTPUT

■

COLOR

you’re totally new to the general look and feel of Adobe’s software, don’t worry; this first chapter

1.1 Related Tasks

The Macintosh Interface

System requirements: Mac OS X version 10.2 or higher; G3 or higher processor; 128 MB of RAM; 1024×768 monitor resolution at 256 colors; 350 MB of free hard drive space; and a

1.3

The Document Window

2.1

Menu Overview

multimedia features. For Adobe PostScript printing, a PostScript Level 2 or PostScript

3.1

Toolbox

Language Level 3 printer is required.

3.2

Control Bar

4.1

Organizing Palettes

CD-ROM drive for installation. You must install QuickTime 6 separately to use InDesign’s

Shortcuts Minimize window Mac: Command+M Show/hide all controls Mac: Tab Show/hide all controls except Toolbox and Control bar Mac: Shift+Tab

Tip Option-clicking the desktop behind your open document window hides InDesign.


Menu bar You can access any of the menu list options by simply clicking any of the word head-

ings in the menu bar.  Application menu (InDesign) This Mac-only menu provides access to InDesign’s application-

specific options such as Preferences, as well as some Mac OS X system features like Hiding and Showing.  Control bar Options for the tool you currently have selected in the Toolbox always appear here.  Toolbox You can access any of the InDesign tools by clicking one of the icons shown in the Toolbox.  Palettes All of the palettes can be accessed under the Window menu in the menu bar. They are

listed alphabetically in the main pull-down, but note that some are grouped into submenus within the list. Once accessed, palettes appear free-floating on your screen, but can also be grouped with other palettes and docked into one of the side tabs.  Document window This window displays the page layout(s) you are currently working on. You

can have more than one document window open at a time, but the one you are currently working on always appears in front.

2

The Windows Interface Related Tasks

System requirements: Windows 2000 with Service Pack 2, or Windows XP Home or Professional Edition; Intel Pentium II or higher processor; 128 MB of RAM; a video card that

1.3

supports 1024×768 monitor resolution at 256 colors; 312 MB of free hard drive space; and

WORKSPACE

1.2

The Document Window

2.1

Menu Overview

multimedia features. For Adobe PostScript printing, a PostScript Level 2 or PostScript

3.1

Toolbox

Language Level 3 printer is required.

3.2

Control Bar

4.1

Organizing Palettes

Shortcuts

PAGE BUILDING

a CD-ROM drive for installation. You must install QuickTime 6 separately to use InDesign’s

Minimize all windows Win: Windows key+M Show/hide all controls Win: Tab TYPOGRAPHY

Show/hide all controls except Toolbox and Control bar Win: Shift+Tab

Tip

GRAPHICS

You can open or close all of the side tabs at once by Alt-clicking any one of the palette names.


Menu bar You can access any of the menu list options by simply clicking any of the word head-

ings in the menu bar.  Control bar Options for the tool you currently have selected in the Toolbox always appear here. COLOR

 Toolbox You can access any of the InDesign tools by clicking one of the icons shown in the Toolbox.  Palettes All the palettes can be accessed under the Window menu in the menu bar. They are

listed alphabetically in the main pull-down, but note that some are grouped into submenus within the list. Once accessed, palettes appear free-floating on your screen, but can also be grouped with other palettes and docked into one of the side tabs.  Document window This window displays the page layout(s) you are currently working on. You

can have more than one document window open at a time, but the one you are currently working on always appears in front.

OUTPUT

3

1.3 Related Tasks 4.2

Customizing Your Workspace

5.1

General Preferences

5.5

Units and Increments Preferences

5.6

Grids Preferences

5.7

Guides and Pasteboard Preferences

5.15

Document Presets

The Document Window

Any time you open or start a new document in InDesign, it is placed in its own document window. You can view all of the pages in your document within this window. In both Mac OS X and Windows, controls for view magnification and page access are built right into the document window, located in the bottom-left corner.

Shortcuts Close front document window Mac: Command+W Win: Ctrl+W Close all document windows Mac: Opt+Shift+Cmd+W Win: Shift+Ctrl+Alt+W


Title bar The filename and view magnification are always displayed here.  Page This is the work area for creating page layouts and designs. It is always surrounded by a

New document Mac: Command+N Win: Ctrl+N

thin rule and a hard drop shadow. The white area outside of the page is called the Pasteboard and is not printable. Control-click (Mac) or right-click (Windows) in the Page area to access various control options depending on which tool you currently have selected.

Open document Mac: Command+O Win: Ctrl+O

 Rulers When made visible, the rulers always surround the top and left sides of your layout in the

document window. Units can be chosen in the Preferences dialog. Control-clicking (Mac) or rightclicking (Windows) in the ruler areas allows you to change units and ruler display options. You can also click and drag a guideline from the ruler area to the Page.

Browse for document using Adobe Bridge Mac: Opt+Cmd+O Win: Ctrl+Alt+O

 Adjust ruler origin Click and drag to change the “zero point” in your document (the point of

origin for your rulers). Double-clicking this area resets the zero point to the top-left corner.

Tip

 Document magnification This number indicates the percentage that your layout is currently

being displayed at within the document window. Click the arrow to the right of the number to choose a different percentage preset from the footer menu, or double-click in the text field to type in a value.

Double-click in the ruler area to add a guide at that exact measurement point on the page.

 Page number access This number indicates which page you are currently viewing in the docu-

ment window. Click the arrow to the right of it to select a different page from the footer menu, or double-click in the text field to type in the number of the page you’d like to view. A group of arrow buttons for accessing the next, previous, and first or last page of the document is also available.

4

Interface Objects Related Task

Although they may look slightly different from Mac OS X to Windows, the InDesign interface controls work the same on either platform. All of the controls are labeled with an icon

5.1

so that you always know what you’re adjusting. However, if you’re still not sure what a

WORKSPACE

1.4

General Preferences

certain control does just by viewing its icon, you can always use tooltips for a brief Shortcuts

Label icons and data fields Identifying label icons appear

Show/hide all controls Mac and Win: Tab

next to their accompanying data fields. The visual Show/hide all controls except Toolbox and Control bar Mac and Win: Shift+Tab

markers indicate the control’s function. Click the label icon to select the text in the field.

PAGE BUILDING

description.

Move to next data field (when cursor is in data field) Mac and Win: Tab Access contextual menu Mac: Control-click Win: Right-click

visual label icons may be hard to decipher if you’re new to the interface, in which case it’s tooltips to the rescue! Just hover your mouse over any tool, control, or palette name and in a few seconds, a little yellow box appears with a description.

TYPOGRAPHY

Tooltips These little guys can be really helpful if you’re new to InDesign. Some of the

Tip

A few seconds not fast enough for you? Then open the InDesign General Preferences Clicking a control’s label icon selects the content of its accompanying data field.

(Command+K on a Mac, Ctrl+K on Windows) and under Tool Tips, choose Fast.

Interface Menus

GRAPHICS

In addition to the ones found in the menu bar, a series of menus can be accessed at various places within the InDesign interface. Much like Adobe’s Photoshop and Illustrator, they are broken down into five categories: palette menus, footer menus, contextual menus, select menus, and drop-downs.

COLOR OUTPUT

5

1.4

(continued)

Palette menu Clicking the circular arrow button opens a palette’s flyout menu, where you

Related Task 4.1

Interface Objects

can choose from several palette-specific options. (See the graphic at the bottom of the

Organizing Palettes

previous page.) Shown there are the menu options for the Swatches palette. As you can see, there is quite a bit to choose from. It’s always a good idea to click these if you can’t

Shortcuts

find what you’re looking for. You might be surprised what you’ll find!

Open/close side tab Mac and Win: Click palette name Show/hide all controls except Toolbox and Control bar Mac and Win: Shift+Tab

Tip To show palette menu options in alphabetical order, hold down Shift+Opt+Cmd (Mac) or Shift+Alt+Ctrl (Windows) when you click the arrow.

Footer menu These work exactly like palette menus but are found at the bottom of the window rather than at the top. Although there aren’t many of these in InDesign, footer menus can be particularly useful. The document window footer menu shown here is a quick and easy way to change view magnification.

Contextual menu Right-clicking (Windows) or Control-clicking (Mac) in the document window, as well as in certain palettes and dialog windows, gives you quick access to certain item-specific options. These options are determined by which tool you have selected and where you click in the interface. Shown here is the default contextual menu for the Page, accessed by right/Control-clicking with any tool. 6

Interface Objects

(continued)

Related Tasks 2

Menus

4.1

Organizing Palettes

Access Hand tool Mac and Win: Hold down Spacebar Access Zoom tool Mac: Hold down Cmd+Spacebar Win: Hold down Ctrl+Spacebar

Select menu Some of the dialogs in InDesign contain additional menus embedded within

To access type options quickly, press T to access the Type tool, insert it in a text frame, then right-click (Windows) or Control-click (Mac).

them. From these menus, you can access additional options by clicking the arrow icon.

TYPOGRAPHY

Tip

PAGE BUILDING

Shortcuts

WORKSPACE

1.4

GRAPHICS

Drop-down The Control bar contains several drop-down menus that provide additional COLOR

options for specific tools. Shown here are the stroke options available for the Line tool. Click the up/down arrow icon (Mac) or the down arrow icon (Windows) to access these menus.

OUTPUT

7

1.4 Related Tasks 2

Menus

4.1

Organizing Palettes

Interface Objects

(continued)

Simple On/Off Controls Some controls in InDesign simply need to be turned on or off. Three simple ways to “hit the switch” for these controls are check boxes, radio buttons, and toggle buttons. Check box Certain controls in InDesign are turned on and off

Shortcuts

by checking boxes. A checked box indicates that the control

Access Hand tool Mac and Win: Hold down Spacebar

is on, and an unchecked box indicates that it is off. To place a check in an empty box, click it with your mouse or click once on its accompanying text-field description.

Access Zoom tool Mac: Hold down Command+Spacebar Win: Hold down Ctrl+Spacebar

Radio button Some other controls in InDesign (but not very many) are activated by clicking a radio button. You only encounter these when a control offers multiple choices, in which case

Tip

you can choose one but never more than one Want to open or close all of the palettes related to the tool you currently have selected? Try clicking the Toggle button on the far right of the Control bar. But keep in mind that having something selected in your document window may change which palettes are toggled.

at the same time. Clicking either the empty circle or its accompanying text-field description activates your selection. Toggle button Clicking a toggle button performs a simple, specific task. For instance, clicking the icon shown here in the Control bar launches the Adobe Bridge application. Once Bridge is launched, clicking the toggle button brings Bridge to the front of your open applications.

Data Fields Data fields are controlled by numerical values that can be typed in. Simply click the label icon or control name to the left of the data field and enter a value. Or click directly in the data field, highlight the current value, and then type. Certain data fields allow you to adjust values in increments by clicking the up/down arrows to the left of the number. Some fields are accompanied by drop-down menus, which contain preset values. By clicking the arrow to the right of the data field number, you can access the preset menu.

8

Interface Objects

(continued)

Also, some data fields contain sliders:

Related Tasks

Drop-down slider In addition to letting you select or enter

2

Menus

a number, these data fields allow you to adjust a value by

4.1

Organizing Palettes

using a drop-down slider. Click the arrow to the right of the

Shortcuts

arrow to the left or right. You can watch the number change

Move to next data field (when cursor is in data field) Mac and Win: Tab

as you click and drag. Lower values are to the left and higher values to the right. You can also click anywhere on the slider line to place the arrow at that exact value.

PAGE BUILDING

number to make it visible, and then click and drag the slider

WORKSPACE

1.4

Show/hide all controls Mac and Win: Tab

Visible slider Some data fields have a slider control right next to them rather than in a drop-down. These work the same always visible within the palette. Shown here is the slider control for the Color palette. Action button These buttons appear at the bottom of certain

Tip

palettes. Clicking one performs an action specific to the palette you are working with. Shown here is the New Swatch

TYPOGRAPHY

Show/hide all controls except Toolbox and Control bar Mac and Win: Shift+Tab

way as drop-down sliders; the only difference is that they are

To highlight a data field quickly, click its label icon or text description.

button for the Swatches palette.

Buttons Several types of button controls appear throughout the GRAPHICS

InDesign interface: action buttons, text buttons, and select buttons. Although they are not labeled, hovering over them with your mouse launches a tooltip description explaining the button’s function. To repeat the action, click again.

COLOR OUTPUT

9

1.4

Interface Objects

(continued)

Related Tasks 2

Menus

4.1

Organizing Palettes

Shortcuts Open/close side tab Mac and Win: Click palette name Show/hide all controls Mac and Win: Tab

Text button You can find these buttons in specific dialogs (e.g., Print dialog, Package

Show/hide all controls except Toolbox and Control bar Mac and Win: Shift+Tab

to perform its specific action. The shaded (Mac OS X) or outlined (Windows) button is

dialog). The button’s function is labeled with text rather than an icon. Click the button InDesign’s current choice, which you can also select by pressing Return (Mac OS X) or Enter (Windows). Select button These buttons are always arranged in related

Move to next data field (when cursor is in data field) Mac and Win: Tab

groups, like the text justification buttons shown here in the Paragraph palette. Much like the radio buttons described earlier, you can only select one button at a time from the

Access contextual menu Mac: Control-click Win: Right-click

group. Each button’s function is labeled with a descriptive icon, but if you’re still not sure what it does, you can always refer to tooltips by hovering over the button with your mouse.

Tips

Toggles

Not sure what a certain button does? Try hovering your mouse over it until a tooltip description appears.

Much like Photoshop and Illustrator, InDesign also features toggle controls. An icon appears whenever a toggle control is activated; an empty box appears when it is not. As shown here in the Layers palette, the columns to the left of each

If your document contains so many layers that you can’t see them all in the Layers palette, try selecting Small Palette Rows from the palette’s menu.

layer are used for “toggling” options on or off. The left column toggles the layer’s visibility; the right column toggles the layer’s lock function.

10

2

WORKSPACE

C H A P T E R

Menus So what exactly are menus and what are they used for? Well, menus exist primarily to help you select the right control for the task at hand. You can access each one by clicking its text label in the menu bar located at the top of your screen

PAGE BUILDING

JUST ABOUT EVERY SOFTWARE application contains menus, and InDesign is no exception.

(Mac OS X), or at the top of the application window (Windows). Each pull-down list contains subgroups for various tasks, including dialogs, commands, and simple on/off controls. Once you locate a control, you can select it by highlighting and clicking it with your mouse.

and how to use them for every InDesign task.

Menu overview

■

2.2

InDesign menu (Mac only)

■

2.3

File menu

■

2.4

Edit menu

■

2.5

Layout menu

■

2.6

Type menu

■

2.7

Object menu

■

2.8

Table menu

■

2.9

View menu

■

2.10 Window menu

■

2.11 Help menu

COLOR

2.1

GRAPHICS

■

TYPOGRAPHY

This chapter describes in detail where all of the menus are located, what each list contains,

OUTPUT

2.1 Related Tasks 1.1

The Macintosh Interface

1.2

The Windows Interface

1.4

Interface Objects

Menu Overview

The menu bar in InDesign CS2 is slightly different on each platform. In Mac OS X, it always appears at the top of the screen. In Windows, it appears at the top of the application window, underneath the application name. Also, you’ll find a menu on the Mac named InDesign, which does not appear in Windows. This menu contains all the application-wide options such as Preferences and Configure Plug-Ins, as well as some OS X features such as hiding the program. In Windows, application-wide options are located in the File, Edit, or Help menu.

Shortcuts Minimize window Mac: Control+M

Top: The menu bar in Mac OS X. Minimize all windows Win: Windows key+M Hide all controls Mac and Win: Tab

Bottom: The menu bar in Windows.

Hide all controls except Toolbox and Control bar Mac and Win: Shift+Tab

InDesign includes six different types of menu options. When you click one of the menu text labels in the menu bar, a drop-down list opens that contains some or all of the following: Submenus A menu option with an arrow icon next to it indicates that you must choose

Tip

from a submenu of further options. A submenu flyout window appears when you hover over it with your mouse. You can then click a selection from the submenu. Example: File > New

You can also access most of the menu controls by right-clicking (Windows) or Controlclicking (Mac) at various points in the interface.

opens a submenu of options for creating a new document, book, or library. From the submenu, click which new item you’d like to create. Commands Clicking a menu command performs an immediate action. Example: Edit > Copy saves the currently selected text or object to memory. Choosing Edit > Paste then places the copied text or object into your document. Dialogs A menu option with an ellipsis (…) indicates that a dialog will launch when you click it. Example: Object > Text Frame Options opens a dialog where you can enter column and gutter widths, inset spacing amounts, etc. Show/Hide Several objects within the InDesign interface can be made visible or invisible by selecting Show/Hide menu options. Example: View > Show Rulers makes the document window rulers appear. Once they are visible, the option then reads View > Hide Rulers. On/off Some options within InDesign can be turned on or off by selecting specific menu options. A checkmark appears next to the item’s name in the menu when it is turned on. Example: View > Grids & Guides > Snap To Guides turns the snap function on or off. Web links The Help menu contains several options that act as hyperlinks to Adobe InDesign’s online support, registration, and product updates. If your computer is connected to the Internet, selecting these menu options takes you to a specific webpage. 12

InDesign Menu (Mac Only) Related Tasks

In Mac OS X, InDesign CS2 features an application menu located directly next to the Apple in the menu bar. This Mac-specific menu contains all of the application-wide

5

Presets and Preferences

5.18

Configure Plug-ins

options as well as some additional OS X features.

Shortcuts

ing splash screen shown at application launch. To close it, click anywhere on the graphic. In Windows, you can find this option under the Help menu.

Hide InDesign Mac: Control+Cmd+H

 Configure Plug-ins Selecting this option displays a dialog

Quit (or Exit) InDesign Mac: Cmd+Q Win: Ctrl+Q

that contains several InDesign plug-in management controls. You can find this option under the Help menu in Windows.

PAGE BUILDING


About InDesign Selecting this option redisplays the open-

WORKSPACE

2.2

 Preferences This option contains a submenu listing of InDesign Preferences. The settings chosen

in Preferences control how InDesign looks and behaves on your system. On a Windows machine, Preferences are found under the Edit menu.

Tip

mostly OS X system-based applications (such as the Safari browser, Apple Mail, and TextEdit). If your Mac is connected to the Internet, there is a useful Google-search link and Open URL command. There is also a Speech function that can read selected text back to you.  Hide/Show This group of options allows you to either hide InDesign, hide all other open applica-

tions (except for InDesign), or show (i.e., display) all open applications (including InDesign).

TYPOGRAPHY

Want to reset your preferences? Try holding down Shift+Control+ Opt+Cmd (Mac) or Shift+Ctrl+Alt (Windows) as you launch InDesign.

 Services The Services option contains a submenu listing of system-wide actions specific to certain,

 Quit InDesign This menu command closes the application. In Windows, the quit option is named

Exit and can be found under the File menu. GRAPHICS

TABLES VS. TABS Using tables instead of tabs can make your life a lot easier when you’re setting up a lengthy list of information. Tables are much easier to manipulate than tabs because they allow you to enter and edit text in each individual cell without affecting the positioning of the rest of the text in a frame. Overall, selecting and adjusting table cells

COLOR

is easier than selecting text and resetting tabs. To disguise a table to appear like a tabbed list, be sure not to set a table border or place any strokes on the rows or columns. When setting up a table this way, keep the frame edges visible so you can continue to see the cells you’re working with. To jazz it up a bit, try placing a color tint behind the text on alternating rows or columns.

OUTPUT

13

2.3 Related Tasks 5.15

Document Presets

5.16

Print Presets

5.17

Adobe PDF Presets

6.1

Starting a New Document

6.3

Opening InDesign Docs

6.5

File Menu

The File menu is the place to go for opening, saving, and outputting files in InDesign CS2. You can also access output presets for PDF, print, and other export options; select builtin preflight and packaging options; and even import XML. In Windows, you can also exit InDesign through the File menu.


New Contains a submenu of options for creating a

new InDesign document, book, or library.  Open Displays a dialog where you can open any

Save vs. Save As

recognizable file format from your system.  Browse Launches the Adobe Bridge File Browser,

Shortcuts

a multiapplication file resource that comes with the Creative Suite 2.

New document Mac: Cmd+N Win: Ctrl+N

 Open Recent Displays a submenu of the last ten

opened documents. Open document Mac: Cmd+O Win: Ctrl+O

 Close Closes the currently active open document.

A Save prompt appears before closing if you have made any changes to the document since the latest save.

Browse Mac: Option+Cmd+O Win: Alt+Ctrl+O

 Save Saves the currently active open document.

If you are saving the document for the first time, a dialog appears requesting a filename, type, and location. If the document has already been saved once, choosing this option simply updates the file.

Close document Mac: Cmd+W Win: Ctrl+W Save document Mac: Cmd+S Win: Ctrl+S

 Save As Always opens a dialog like the one described for Save, requesting a filename, type, and

location, even if the document has already been saved. Save document as Mac: Shift+Cmd+S Win: Shift+Ctrl+S

 Save A Version Works in conjunction with Adobe Version Cue for saving projects to another com-

puter over a local network or via the Internet. Save A Copy Always opens a dialog but, by default, adds the word “copy” to the existing filename.

Save a copy Mac: Opt+Cmd+S Win: Alt+Ctrl+S

Revert Restores the document to its most recent saved state. Because this action cannot be

undone, a warning dialog always appears before reverting.  Place Opens a dialog in which you can select a compatible graphic image to place in your document

Tip

(e.g., TIFF, EPS, AI, PSD). You can create and save your own InDesign document presets, complete with custom page sizes, column numbers, and margin widths.

Import XML Opens a dialog for selecting XML documents to import.

Adobe PDF Presets Displays a submenu of saved PDF export presets. There is also a submenu

option for defining a new preset.  Export Opens a dialog with options for outputting a document in a format other than .indd (an

InDesign document).

14

File Menu

(continued)

Related Tasks Importing a Graphic Image

15.5

Packaging

15.6

Packaging for GoLive

16.1

Printing a Document

Shortcuts

PAGE BUILDING

12.1

WORKSPACE

2.3

Place Mac: Cmd+D Win: Ctrl+D

Document setup Mac: Opt+Cmd+P Win: Alt+Ctrl+P

 Document Presets Displays a submenu of saved document presets. There is also a submenu option

TYPOGRAPHY

Export Mac: Cmd+E Win: Ctrl+E

Preflight Mac: Opt+Shift+Cmd+F Win: Alt+Shift+Ctrl+F

for defining a new preset. The Default preset launches the same dialog as File > New > Document.  Document Setup Opens a dialog with options for setting up a document, including number of

Package Mac: Opt+Shift+Cmd+P Win: Alt+Shift+Ctrl+P

pages, page size, and orientation.  User Opens a dialog that allows you to choose a username and identifying color associated with

Print Mac: Cmd+P Win: Ctrl+P

 File Info Opens a dialog that allows you to view and edit saved file information.  Preflight Performs a quick scan of the document resulting in a dialog report that flags possible

problem items during output.

GRAPHICS

the InCopy Notes plug-in.

Tip

 Package Performs a preflight check first and then opens a dialog with data fields requesting  Package for GoLive Prepares a web-ready version of your document for import into Adobe’s

GoLive web editor.  Print Presets Displays a submenu of saved print presets. There is also a submenu option for

defining a new preset. The Default preset launches the same dialog as File > Print.  Print Opens a dialog with options for printing your document.  Exit Closes the application. On the Mac, this option is named Quit InDesign and can be found

COLOR

You can import XML under the File menu, but it is important to note that XML tags are not the same as InDesign Tagged Text. They are very different ways of importing and exporting InDesign content.

printing instructions. Clicking Continue opens a second dialog with output collection options.

under the InDesign menu.

OUTPUT

15

2.4 Related Tasks 3.3

Selection Tool

3.4

Direct Selection and Position Tools

5.19

Keyboard Shortcuts

7.2

Selection Tool vs. Direct Selection Tool

7.9

Nesting Objects

Edit Menu

The Edit menu contains many useful options for working with your layouts, including Undo, Redo, Copy/Paste, and Select All. In addition, the Edit menu contains several options for editing InDesign tools, such as keyboard shortcuts. In Windows, you can also find Preferences under the Edit menu.


Undo Reverses your most recent

action, reverting the document back to its previous state.  Redo Repeats the last action that

has been Undone.

Shortcuts

 Cut Removes any selected text or

Undo Mac: Cmd+Z Win: Ctrl+Z

object and saves it to memory.  Copy Saves any selected text or

object to memory.

Redo Mac: Shift+Cmd+Z Win: Shift+Ctrl+Z

 Paste commands Paste inserts the

contents of the Clipboard into your document. Paste Without Formatting inserts the Clipboard material but removes any applied character, or paragraph styles. Paste Into inserts the contents into a selected frame. Paste In Place inserts the Clipboard contents in the same position that they were copied or cut from.

Copy Mac: Cmd+C Win: Ctrl+C Paste Mac: Cmd+V Win: Ctrl+V Paste without formatting Mac: Shift+Cmd+V Win: Shift+Ctrl+V

 Clear Removes any selected items

Paste Into Mac: Opt+Cmd+V Win: Alt+Ctrl+V

from the document.  Duplicate Inserts a copy of any selected items using the most recent X and Y coordinates set in

the Step and Repeat option (see below).

Paste in place Mac: Opt+Shift+Cmd+V Win: Alt+Shift+Ctrl+V

 Step And Repeat Duplicates single or multiple items and places them at different, calculated

points on your page. This option always opens a dialog with repeat count and horizontal/vertical offset options.

Tip

Select/Deselect All Select All makes a selection of every item on the currently targeted page or

spread. When the Type tool is selected, this option selects all of the text within a selected frame. If the Type tool is selected but is not placed within a text frame, this option acts the same as with every other tool by selecting everything on the targeted page. Deselect All releases all currently selected items.

InDesign CS2 allows up to several hundred Undos and Redo’s, depending on the amount of RAM installed on your machine and the kinds of actions you have performed.

InCopy Displays a submenu of options for preparing InDesign documents and layout items for

use with Adobe InCopy.

16

Edit Menu

(continued)

Related Tasks

 Edit Original Opens any selected, placed item in its native

program for editing. window. A text frame must be selected to use this option.

Editing Using the Story Editor

9.10

Check Spelling

9.15

Applying Find/Change

14.1

Using Color Settings

Quick Apply Opens a menu that allows you to search

through and apply character, paragraph, and object styles. If Type is selected, Quick Apply only allows you to apply character and paragraph styles.

Shortcuts

PAGE BUILDING

Edit in Story Editor Launches the InDesign Story Editor

9.8

WORKSPACE

2.4

Duplicate Mac: Opt+Shift+Cmd+D Win: Alt+Shift+Ctrl+D

 Find commands Find/Change opens a palette that allows

Step and repeat Mac: Opt+Cmd+U Win: Alt+Ctrl+U

 Spelling Displays a submenu of spell-check options, includ-

Select all Mac: Cmd+A Win: Ctrl+A

ing Autocorrect, Dynamic Spelling, and Dictionary.  Transparency Blend Space Displays a submenu of either

RGB or CMYK options to be applied to all transparent items within the document.

TYPOGRAPHY

you to search for text within your document and replace it with alternate text. Find Next locates the next instance of the last item searched for using Find/Change.

Deselect all Mac: Shift+Cmd+A Win: Shift+Ctrl+A Edit in Story Editor Mac: Cmd+Y Win: Ctrl+Y

 Transparency Flattener Presets Opens a dialog that allows you to choose from default Low,

Quick Apply Mac: Cmd+Return Win: Ctrl+Enter

 Color Settings Opens a dialog that allows you to enable color management and choose specific

settings. Color Settings can also be synchronized with the other programs in the Creative Suite 2 via the Adobe Bridge application.

GRAPHICS

Medium, or High resolution presets, as well as options for loading, editing, saving, and deleting custom transparency flattener settings.

Find/Change Mac: Cmd+F Win: Ctrl+F

 Assign Profiles Opens a dialog that allows you to assign specific RGB and CMYK color manage-

ment settings to your document. Find next Mac: Opt+Cmd+F Win: Alt+Ctrl+F

 Convert To Profile Opens a dialog that allows you to convert your document to a specific color

management profile.  Keyboard Shortcuts Opens a dialog that allows you to choose from default InDesign, PageMaker 7,

COLOR

Check spelling Mac: Cmd+I Win: Ctrl+I

and QuarkXPress 3.3 (Mac only) and 4.0 keyboard shortcuts. You can also create, save, edit, and delete your own custom sets.

Tip In InDesign CS2, you can create and save your own custom keyboard shortcuts.

OUTPUT

17

2.5 Related Tasks 4.15

Pages Palette

5.7

Guides and Pasteboard Preferences

6.8

Adding, Arranging, and Deleting Pages

18.4

Building a Table of Contents

18.5

Creating and Saving a TOC Style

Layout Menu

The items in the Layout menu are used mainly for setting up pages in an InDesign document. You’ll find options for margins, columns, and guides, as well as some navigational commands. The menu also features options for automatic page numbering and creating a table of contents when using InDesign’s book feature.

Shortcuts First page Mac: Shift+Cmd+PageUp Win: Shift+Ctrl+PageUp Previous page Mac and Win: Shift+PageUp Next page Mac and Win: Shift+PageDown


Pages Displays a submenu of options for adding, deleting, duplicating, inserting, and moving pages.  Margins And Columns Opens a dialog requesting specific page coordinates for margins and columns.

Last page Mac: Shift+Cmd+PageDown Win: Shift+Ctrl+PageDown

 Guides commands Ruler Guides opens a dialog with options for view threshold (in percents) and

assigned color. Create Guides opens a dialog that allows you to create multiple ruler guides on a page.  Layout Adjustment Opens a dialog that allows you to adjust the distance required for an item to

snap to a guide (called Snap Zone), as well as other layout-specific adjustment options.

Next spread Mac: Opt+PageDown Win: Alt+PageDown

 Page navigation First Page and Last Page display the first or last page of the document. Previous

Page and Next Page display the page before or after the one you are currently viewing. If you are viewing the first page, Previous Page and First Page are grayed out; if you are on the last page, Next Page and Last Page are grayed out.

Previous spread Mac: Opt+PageUp Win: Alt+PageUp

 Spread navigation Next Spread displays the spread after the one you are currently viewing. Pre-

vious Spread displays the spread before the current one.

Tip

 Go Back/Forward Go Back returns you to the previously viewed page in the document that falls

before the one you are currently viewing. Go Forward returns you to the previously viewed page that falls after the current one.

Shift+Cmd+P (Mac) or Shift+Ctrl+P (Windows) adds a page to your document without having to access the command from the Layout menu.

 Numbering & Section Options Opens a dialog that allows you to specify automatic page number-

ing options based on sections you can create here. Table Of Contents Opens a dialog with options for creating a TOC style to be used with InDesign’s

book features.

Update Table Of Contents Updates changes applied to an existing TOC style.  Table Of Contents Styles Opens a dialog that allows you to load, edit, delete, or create a TOC style.

18

Type Menu Related Tasks

The Type menu contains options for all text-related items in InDesign. You can access typefaces and sizes, open text-specific palettes, manage fonts, convert text to outlines, change case, and much more. You can even create type on a path!

Type Tools

4.21

Type and Tables Palettes

9.9

Changing Case

9.13

Font Overview

10.13 Inserting Special Characters 10.15 Inserting Footnotes

PAGE BUILDING

3.6

WORKSPACE

2.6

Shortcuts Character palette Mac: Cmd+T Win: Ctrl+T

Tabs palette Mac: Shift+Cmd+T Win: Shift+Ctrl+T

TYPOGRAPHY

Paragraph palette Mac: Opt+Cmd+T Win: Ctrl+M

Character styles Mac and Win: Shift+F11


Font Displays a submenu of available fonts loaded into your system.

 Type Palette commands Each of these options opens the palette by its respective name. Create outlines Mac: Shift+Cmd+O Win: Shift+Ctrl+O

 Create Outlines Converts selected, editable text to graphic outlines.  Find Font Opens a dialog that lets you locate and manage any missing fonts within your document.  Change Case Displays a submenu with options for changing selected text to uppercase, title case,

GRAPHICS

Paragraph styles Mac and Win: F11

 Size Displays a submenu of default type sizes.

Tip

sentence case, or lowercase.  Type On A Path Displays a submenu with options specific to the Type on a Path tool.  Insert Footnote Inserts a footnote wherever the Type tool’s cursor is placed within the document.

You can then enter any pertinent information. Document Footnote Options Opens a dialog that contains footnote-specific options.

COLOR

The Fill With Placeholder Text command is InDesign’s answer to QuarkXPress’s Jabberwocky.

Insert commands Each of these commands displays a submenu of items that can be added into

a selected text frame, wherever the Type tool’s cursor is placed. Insert Special Character provides special text characters; Insert White Space provides white space items; and Insert Break Character provides break options.  Fill With Placeholder Text Fills the currently selected text frame with fake placeholder text. Show/Hide Hidden Characters Reveals (or hides) invisible characters in your document, includOUTPUT

ing spaces, returns, and tabs.

19

2.7 Related Tasks 3.14

Free Transform Tool

4.11

Object and Layout Palettes

7.20

Applying Corner Effects

7.21

Applying and Editing Compound Paths

Object Menu

The Object menu contains many options for working with frames and shapes. Here you will find effects such as Drop Shadow and Feather, as well as path options that resemble those in Illustrator. You’ll even find interactive options for embedding movies, sound, and rollover buttons in exported pdfs!


Transform Displays a submenu of options for

transforming objects, including Move, Scale, Rotate, and Shear.  Transform Again Displays a submenu of

Shortcuts

options for repeating a Transform command or sequence of Transform commands.

Move Mac: Shift+Cmd+M Win: Shift+Ctrl+M

 Arrange Displays a submenu of placement

options, including Bring To Front, Bring Forward, Send To Back, and Send Backward.

Transform again Mac: Opt+Cmd+3 Win: Alt+Ctrl+3

 Select Displays a submenu of options for

selecting items in a stack or group. Transform sequence again Mac: Opt+Cmd+4 Win: Alt+Ctrl+4

 Group/Ungroup Links two or more selected

Bring to front Mac: Shift+Cmd+] Win: Shift+Ctrl+]

 Lock/Unlock Position Secures selected objects

objects into a group, or separates grouped objects. into their current position so they cannot be moved, or releases selected locked objects.

Bring forward Mac: Cmd+] Win: Ctrl+]

 Text Frame Options Opens a dialog where specific text frame settings can be entered, such as

Send backward Mac: Cmd+[ Win: Ctrl+[

column and gutter widths, inset spacing amounts, etc.  Anchored Object Displays a submenu of options for inserting, releasing, and positioning inline

and/or anchored objects.

Send to back Mac: Shift+Cmd+[ Win: Shift+Ctrl+[

Fitting Displays a submenu of options for fitting contents into a selected frame.

Content Displays a submenu of options for assigning a selected frame a text, graphic, or unas-

Text frame options Mac: Cmd+B Win: Ctrl+B

signed contents holder.  Drop Shadow Opens a dialog with options for placing a graphic drop shadow on a selected frame. Feather Opens a dialog with options for placing a feathered edge on a selected frame.

Tip

Corner Effects Opens a dialog with options for placing corner effects on a selected frame: You can’t move objects that are locked, but you can still select them (unless they are on a locked layer).

Rounded, Inset, Inverse Rounded, and more.

20

Object Menu

(continued)

Related Tasks 8.1

WORKSPACE

2.7

Moving Objects Resizing Objects

8.6

Grouping and Ungrouping Objects

8.9

Stacking, Arranging, and Locking Objects

9.1

Text Frame Options

PAGE BUILDING

8.2

14.10 Adding Drop Shadows 14.11 Feathering

Fit content to frame Mac: Opt+Cmd+E Win: Alt+Ctrl+E Fit frame to content Mac: Opt+Cmd+C Win: Alt+Ctrl+C

 Object Layer Options Opens a dialog with layer visibility options for layered PSD files that have

been placed in a document. A frame that contains a layered PSD must be selected in order to access these options.

TYPOGRAPHY

Shortcuts

Center content Mac: Shift+Cmd+E Win: Shift+Ctrl+E

 Clipping Path Opens a dialog that allows you to create a clipping path around a placed graphic

Fit content proportionately Mac: Opt+Shift+Cmd+E Win: Alt+Shift+Ctrl+E

 Image Color Settings Opens a dialog that displays your graphic selection’s current color settings

and allows you to assign it a different profile and/or rendering intent.  Interactive Displays a submenu of interactive items that can be embedded into an exported PDF

GRAPHICS

selection.

Fill frame proportionately Mac: Opt+Shift+Cmd+C Win: Alt+Shift+Ctrl+C

of your InDesign document. Options include movies, sound, and web buttons.  Compound Paths Displays a submenu with options to either make a compound path out of two

or more selected shapes, or release an existing compound path.  Paths Displays a submenu of options for opening a closed path, closing an open path, or revers-

Tip

ing a path’s direction. Add, Subtract, Intersect, Exclude Overlap, and Minus Back.  Convert Shape Displays a submenu of options for changing the appearance of any shape, line,

path, or frame to a rectangle, rounded rectangle, beveled rectangle, inverse rounded rectangle, ellipse, triangle, polygon, line, or orthogonal line.

COLOR

Turning off a layer’s visibility in a placed PSD using Object Layer Options adds an eye icon next to the graphic support’s name in the Links palette.

 Pathfinder Displays a submenu of options for combining two or more selected shapes, including

 Display Performance Displays a submenu of display performance options for selected graphics,

including Fast, Typical, and High Quality. These options affect the way placed graphics appear on your screen. OUTPUT

21

2.8 Related Tasks 13.5

Table Menu

The Table menu goes hand in hand with the Table palette, allowing you to create and edit tables in InDesign CS2. If you’ve ever used tabs to create tables in a page layout program,

Creating a New Table

you’ll really appreciate the Table tools in InDesign—they can make the job a lot easier.

Shortcuts
Insert Table Opens a dialog with options for

Insert table Mac: Opt+Shift+Cmd+T Win: Alt+Shift+Ctrl+T

inserting a table into a selected text frame. The Type tool’s cursor must be placed inside a frame in order to insert a table.

Table setup Mac: Opt+Shift+Cmd+B Win: Alt+Shift+Ctrl+B

 Convert Text To Table/Table To Text Each

command opens a dialog with options for converting any text selected with the Type tool into a table, or for converting a table into regular text (to use Table To Text, the Type tool’s cursor must be inserted in a table cell).

Tips You can insert a table inside another table’s cell—a process called table “nesting.”

 Table Options Displays a submenu of options

for setting up tables, including borders, spacing, alternating stroke and fill patterns, headers and footers, etc.

You can import tables from Microsoft Word and Excel documents. Choose File > Place, and then select the document containing the table you’d like to import. You can choose to preserve or remove any table styles and formatting in the Import Options dialog.

 Cell Options Displays a submenu of options for customizing individual cells, including Text,

Strokes and Fills, Rows and Columns, and Diagonal Lines. The Type tool’s cursor must be placed in a table cell to access these options.  Insert/Delete Displays submenus with options to add or remove rows or columns or to delete a

table. The Type tool’s cursor must be inserted in a table cell in order to insert or delete.  Select Displays a submenu of table selection options including Cells, Rows, Columns, etc. The

Type tool’s cursor must be placed in a table cell in order to select.  Merge/Unmerge Cells Merge combines two or more table cells selected with the Type tool. If the

Type tool’s cursor is in a merged cell, Unmerge redivides the cell.  Split Cell Horizontally/Vertically Divides any selected table cell(s) in two, in the indicated direction. Convert Rows Displays a submenu of conversion options for any table row(s) selected with the

Type tool, including To Header, To Body, and To Footer.

Distribute Rows/Columns Evenly Distributes all selected table rows or columns evenly.  Go To Row Opens a dialog with row selection options for the currently selected table. Edit Header/Footer Select to edit an existing table header or footer.

22

View Menu Related Tasks

The View menu includes several options for displaying your work on screen. Proof Setup, Overprint Preview, Screen Mode, and Display Performance are all particularly useful options when you’re preparing a document to be printed.

Grids Preferences

5.7

Guides and Pasteboard Preferences

5.12

Display Performance Preferences

Shortcuts Overprint preview Mac: Opt+Shift+Cmd+Y Win: Alt+Shift+Ctrl+Y

PAGE BUILDING

5.6

WORKSPACE

2.9

Zoom in Mac: Cmd+= Win: Ctrl+=

Fit page in window Mac: Cmd+0 Win: Ctrl+0

TYPOGRAPHY

Zoom out Mac: Cmd+-(minus) Win: Ctrl+-(minus)

Fit spread in window Mac: Opt+Cmd+0 Win: Alt+Ctrl+0 Actual size Mac: Cmd+1 Win: Ctrl+1

 Proof Setup Displays a submenu of simulated color setting previews. This option refers to your

chosen color settings located under the Edit menu, or you can choose a custom proof setup here.  Proof Colors Displays a simulated preview of how the colors used in your document will print,

Entire Pasteboard Mac: Opt+Shift+Cmd+0 Win: Alt+Shift+Ctrl+0

using the settings chosen in Proof Setup (see above). Selecting this option again toggles Proof Colors off.  Zoom In/Out Increases or decreases view magnification percentage. These options always use

GRAPHICS


Overprint Preview Displays a simulated preview of overprinting inks in your document.

Tip

your current selection as the center point for magnification; however, you don’t have to have an object selected to use these commands.  Fit view commands Fit Page In Window, Fit Spread In Window, and Entire Pasteboard automati-

cally adjust view magnification to fit the current page, the current spread, or the Pasteboard proportionately to the edges of the document window. Actual Size sets view magnification at 100%.  Screen Mode Displays a submenu of screen preview modes, including Normal, Preview, Bleed,

COLOR

You can also access the Display Performance options by right-clicking (Windows) or Control-clicking (Mac) anywhere on the Page or Pasteboard.

and Slug.

OUTPUT

23

2.9

View Menu

(continued

Related Tasks 5.13

Appearance of Black Preferences

6.18

Adjusting Ruler Guides

6.20

Aligning to Baseline Grid

6.21

Snapping to Document Grid

9.5

Importing XML

9.8

Editing Using the Story Editor

14.3

Using Proof Setup for Soft Proofing

Shortcuts Fast display Mac: Shift+Cmd+0 Win: Shift+Ctrl+0

 Display Performance Displays a submenu of overall display performance options, including Fast,

Typical, and High Quality. These options affect the way all placed graphic(s) appear on your screen.  Structure Displays a submenu of Structure view options, including Show/Hide Structure,

Typical display Mac: Opt+Cmd+Z Win: Alt+Ctrl+Z

Show/Hide Tag Markers, and Show/Hide Tagged Frames. Show/Hide Hyperlinks Reveals or conceals any existing hyperlinks in the document.

High-quality display Mac: Opt+Cmd+H Win: Alt+Ctrl+H

Show/Hide Text Threads Reveals or conceals any existing text threads in the document. Note

that you can only see a thread when a linked text frame is selected with one of the selection tools.  Show/Hide Frame Edges Reveals or conceals all frame edges in the document.

Show structure Mac: Opt+Cmd+1 Win: Alt+Ctrl+1

Show/Hide Assigned Frames Reveals or conceals any frames assigned to Adobe InCopy users by

color-code. Show/hide text threads Mac: Opt+Cmd+Y Win: Alt+Ctrl+Y

Show/Hide Rulers Reveals or conceals the document window rulers.  Grids & Guides Displays a submenu with View, Lock, and Snap options for ruler guides, the base-

line grid, and the document grid. Show/hide frame edges Mac: Cmd+H Win: Ctrl+H

 Story Editor Displays a submenu of Story Editor view options, including Hide Style Name Col-

umn, Hide Depth Ruler, and Expand All Footnotes.  Show/Hide Notes Reveals or conceals any note attachments in the document.

Tip

The Display Performance option located under the Object menu controls how individual selected objects are displayed. The Display Performance option located under the View

For a quick to way to show or hide a document’s structure, click the left/right arrow button located in the bottom-left corner of the document window.

menu controls how the whole document is displayed.

24

Window Menu Related Tasks

You can choose which palettes to display on your screen under the Window menu. Select the palettes you want to show or hide, or use the Workspace submenu to save your

4.1

Organizing Palettes

4.2

Customizing Your Workspace

favorite layouts and restore them as needed. If you’re familiar with the menus in other page layout programs such as QuarkXPress or lists the palettes in alphabetical order, making it easier to find the ones you need.

Shortcuts Color palette Mac and Win: F6 Control bar Mac: Opt+Cmd+6 Win: Alt+Ctrl+6

PAGE BUILDING

PageMaker, you may find the Window menu in InDesign much simpler to use. InDesign

WORKSPACE

2.10

Info palette Mac and Win: F8

Links palette Mac: Opt+Cmd+D Win: Shift+Ctrl+D

TYPOGRAPHY

Layers palette Mac and Win: F7

Align palette Mac and Win: Shift+F7 Transform palette Mac and Win: F9 GRAPHICS

Object Styles palette Mac: Cmd+F7 Win: Ctrl+F7 Separations palette Mac and Win: Shift+F6


Arrange Here you can choose how you’d like to organize all of the open document windows on

your screen. From the submenu options, you can choose New Window, Tile, and Cascade. On the Mac, you can also choose Minimize and Bring All To Front.

Pages palette Mac and Win: F12

 Workspace Save the layout of your InDesign Workspace, and then quickly switch between lay-

Stroke palette Mac and Win: F10 Swatches palette Mac and Win: F5

 Palette List Choose which palettes you’d like to show or hide from the alphabetical list. Note that

some of the items display a submenu of available palettes to choose from. Example: Selecting the Object & Layout option displays a submenu of related palettes to choose from, including Align, Navigator, Pathfinder, and Transform.

COLOR

outs for different needs. Choosing a saved Workspace instantly restores all of the open palettes to their saved position on the screen. How cool is that?

Tip

 Open Documents The very bottom of the menu displays a list of all open document windows. A

25

OUTPUT

The Window menu lists the available keyboard commands for showing and hiding palettes on the far right, next to each palette’s name.

checkmark always appears next to the name of the foreground document.

2.11 Related Tasks 3.22

Help Menu

The Help menu is designed to answer any questions you may have about InDesign. In addition, you can access online support and updates, register the software, and visit the

Other Toolbox Functions

InDesign portion of Adobe.com by selecting the link provided here.

Shortcut InDesign Help Mac: Help Win: F1

Tip If you’d prefer the welcome screen not to appear when you first launch InDesign, simply uncheck the Show This Dialog At Startup box located in the bottomleft corner.


InDesign Help Selecting this option opens an HTML-based Help manual, viewable in your sys-

tem’s default web browser. The actual HTML file is located in the InDesign application folder on your hard drive, so you don’t have to be connected to the Internet to use it.  Welcome Screen (Mac OS) or About InDesign (Windows) Relaunches the welcome screen shown

when you first start the application. The lines of text in the center of the screen are actually links to online tutorials at Adobe.com. The icons at the bottom of the screen are links you can use to open new or existing documents. The New From Template icon launches the Adobe Bridge application.  About InDesign (Windows)Selecting this option redisplays the opening splash screen shown at

application launch. To close it, click anywhere on the graphic.You can find this option under the InDesign menu in Mac OS.  Configure Plug-ins (Windows) Displays a dialog that contains several plug-in management con-

trols. You can find this option under the InDesign menu in Mac OS.  Activate Allows you to activate InDesign CS2 on your primary machine via the Web. In order to

continue using the application, you must activate your copy within 30 days of installation. Once it’s activated, you can install your purchased copy on one other machine.  Transfer Activation Allows you to transfer activation of your purchased copy of InDesign CS2 to

another machine. Once it’s transferred, you will not be able to use the application on your original machine.  Online Support Selecting this option takes you to the InDesign support page at Adobe.com. You

must have a working Internet connection to access Online Support.  Updates Selecting this option checks for available updates online. You must have a working

Internet connection to update InDesign CS2. Registration Allows you to register your copy of InDesign CS2 via the Internet. You must have a

working Internet connection to register.

InDesign Online Selecting this option takes you to the InDesign products page at Adobe.com.

You must have a working Internet connection to access Online Support.

26

3

WORKSPACE

C H A P T E R

InDesign Tools you have to work with. That’s why in this chapter, we’re going to take a guided tour through the InDesign Toolbox showing you where each tool is located, what it does, and how best to use it.

PAGE BUILDING

IT’S IMPOSSIBLE TO CREATE your page layout masterpiece without first learning the tools

The InDesign Toolbox is a lot closer to what you’d see in PageMaker than in QuarkXPress, and almost identical to Illustrator. Although you may not realize it yet, the Toolbox contains quite a few exciting features. Just like any good, overflowing toolbox (you know, like the one in your garage…), digging deeper and deeper into it can reveal some tools you didn’t even know you

Toolbox

■

3.12 Scale Tool

■

3.2

Control Bar

■

3.13 Shear Tool

■

3.3

Selection Tool

■

3.14 Free Transform Tool

■

3.4

Direct Selection and Position Tools

■

3.15 Eyedropper Tool

■

3.16 Measure Tool

■

3.5

Pen Tools ■

3.17 Gradient Tool

■

3.6

Type Tools ■

3.18 Button Tool

■

3.7

Pencil Tools ■

3.19 Scissors Tool

■

3.8

Line Tool ■

3.20 Hand Tool

■

3.9

Frame Tools ■

3.21 Zoom Tool

■

3.10 Shape Tools ■

■

3.11 Rotate Tool

3.22 Other Toolbox Functions

COLOR

3.1

GRAPHICS

■

TYPOGRAPHY

had but could probably put to use right away.

OUTPUT

3.1 Related Tasks 3.2

Control Bar

4.2

Customizing Your Workspace

5.1

General Preferences

Toolbox

The Toolbox contains all the different tools available to you—each one represented by a descriptive icon. However, if you’re still not sure what tool you’re viewing, hover your mouse over it in the Toolbox until a small tooltip description appears. You can activate a tool by clicking its icon, or by typing its assigned keyboard shortcut (which is included in the tooltip). Any icon showing a small arrow in the bottom-right corner indicates an available toolset—more tools are “hidden” under the one shown. Clicking

Shortcuts

and holding the icon reveals a flyout menu of additional tools.

Show/hide all controls Mac and Win: Tab

There are three ways to display the free-floating Toolbox on your screen. The default preference displays it in Adobe’s traditional double-column format. But in Preferences > General, you can also change it to display in a single column (like QuarkXPress) or

Show/hide all controls except Toolbox and Control bar Mac and Win: Shift+Tab

single row. Each tool or toolset has its own section in this chapter. Nontool items at the bottom of the Toolbox are explained in Section 3.22 at the end of the chapter.
Selection tool (keyboard shortcut V)

Tip

 Direct Selection (A) and Position (Shift+A) tools Double-clicking the tab located at the top of the Toolbox allows you to scroll through the three available display settings: double-column, single-column, or singlerow. Just keep doubleclicking the top bar until you find the display you like best.

 Pen (P), Add Anchor Point (=), Delete Anchor Point (-) and

Convert Direction Point (Shift+C) tools  Type (T) and Type on a Path (Shift+T) tools  Pencil tool (N)
   

 

   

  

 Line tool (\)  Rectangle Frame (F), Ellipse Frame, and Polygon Frame tools  Rectangle (M), Ellipse (L), and Polygon tools Rotate tool (R)

Scale tool (S)  Shear tool (O) Free Transform tool (E)

Eyedropper (I) and Measure (K) tools  Gradient tool (G)  Button tool (B)  Scissors tool (C)  Hand tool (H)  Zoom tool (Z)

28

Control Bar Related Tasks

When you launch InDesign, the Control bar appears docked under the menu bar at the top of your screen. If you prefer, you can drag it to a different location.

Interface Objects

3.1

Toolbox

3.6

Type Tools

4.21

Type and Tables Palettes

Shortcuts Show/hide Control bar Mac: Opt+Cmd+6 Win: Alt+Ctrl+6

PAGE BUILDING

When the Type tool is selected, the Control bar displays either the character (top) or paragraph (bottom) formatting controls; these attributes are explained in the sections covering the Character and Paragraph palettes. Click the icons at the left end of the bar to switch between character and paragraph controls.

1.4

WORKSPACE

3.2

Any other tool you choose from the Toolbox displays the controls shown below. When a Type tool Mac and Win: T

data field is accompanied by a set of up/down arrows, you can set the value for that attrib-

Hide all controls except Toolbox and Control bar Mac and Win: Shift+Tab

TYPOGRAPHY

ute by entering a value into the field or by clicking the arrows.

Tip
Reference Point Allows you to choose a

 X and Y Locations Lets you specify the

numerical X-axis and Y-axis positions for any currently selected tool or object. Setting one of these repositions the selected object or group of objects along the relevant axis.  Width and Height Allows you to specify

 Constrain Proportions For Width &

Height Activates or deactivates the constrain proportions feature when you’re drawing objects. A broken-chain icon indicates that the control is off.

 Constrain Proportions For Scaling Activates

or deactivates the constrain proportions feature when scaling objects. A brokenchain icon indicates that the control is off.  Rotation and Shear X Angles The degree

of angle for any object you rotate (top) or shear (bottom). Setting one of these adjusts the degree of rotation or shear for a selected object or group of objects.

COLOR

the exact width and height measurement for any currently selected object, or any object as it is created with a specific tool.

You can minimize the undocked, free-floating Control bar by doubleclicking the tab located on the far left.

the X-axis (top) and Y-axis (bottom) percentages for any object you scale. Setting one of these adjusts the scale percentage for a selected object or group of objects.

GRAPHICS

default axis for making object transformations. Click one of the nine squares to set your preference. Your current position is indicated by a black square; white squares represent available positions.

 Scale X and Y Percentages Lets you specify

 Stroke Size and Style Allows you to choose

a point size (top) and style (bottom) for the stroke on a selected object or group of objects.

OUTPUT

29

3.2

Control Bar

(continued)

Related Tasks 1.4

Interface Objects

3.1

Toolbox

3.6

Type Tools

Object Style Double-click the icon to

create a new object style. Option-click (Mac) or Alt-click (Windows) the icon to edit an existing style. The menu allows you to choose and apply a style to a selected object or group of objects.

Shortcuts Show/hide Control bar Mac: Opt+Cmd+6 Win: Alt+Ctrl+6

Quick Apply Clicking this toggle opens a

palette that allows you to search through and apply character, paragraph, and object styles. If the Type tool is selected, Quick Apply only allows you to apply or edit character and paragraph styles.

Type tool Mac and Win: T

Tip

Clear Overrides Click to clear any overridden

object style changes made to a selected item.

Go To Bridge Launches the Adobe Bridge

file browser application that comes with the Creative Suite 2.  Control bar pull-down menu Displays a

submenu of options specific to the currently selected object and tool.  Palette toggle Opens and closes palettes

that coincide with the currently selected tool.

 Clear Attributes Not Defined By Style

If you have a text frame selected, Option-clicking (Mac) or Alt-clicking (Windows) the Number Of Columns icon in the Control bar launches the Text Frame Options dialog box.

An object must have a style applied to it in order to use this button. Clicking it clears any nondefined attributes from a selected object. After clicking, only styled attributes remain.

InDesign displays different controls at the far right of the Control bar when specific objects are selected with either selection tool. Here are the selections that trigger these changes and the tools that appear.

Left, when a single text frame is selected; right, when two or more text frames are selected.  Number of Columns The number of columns for the selected text frame or group of text frames

(you must have a text frame selected for these controls to appear). Option-click (Mac) or Alt-click (Windows) the icon to access the Text Frame Options dialog.  Text alignment Selecting a text frame triggers this group of controls to align text within a frame:

Align Top, Align Center, Align Bottom, and Justify Vertically.  Fit Frame to Content Crops the selected frame or frames to fit proportionately around the contents.  Object alignment Apply specific object alignment to selected text frames: Align Left Edges, Align

Horizontal Centers, Align Right Edges, Align Top Edges, Align Vertical Centers, and Align Bottom Edges.

30

Control Bar

(continued)

Related Tasks

Left, when a single graphic frame is selected; right, when two or more graphic frames are selected

4.21

Type and Tables Palettes

6.16

Overriding Master Page Items

Shortcuts

frame’s container (top icon) or its contents (bottom icon)—without having to switch selection tools.

Hide all controls except Toolbox and Control bar Mac and Win: Shift+Tab

 Select Previous or Next Object in a Group Lets you select the next object (top icon) or previous object (bottom icon) in the stacking order of a group.  Fitting Allows you to Fit Content To Frame, Fit Frame To Content, Fit Content Proportionately,

PAGE BUILDING

 Select Container or Content Allows you to toggle back and forth between selecting a graphic

WORKSPACE

3.2

Fit Frame Proportionately, and Center Content.

TYPOGRAPHY GRAPHICS COLOR OUTPUT

31

3.3 Related Tasks 7.2

The Selection tool is similar to the Item tool in QuarkXPress, and exactly ike the Selection tool in PageMaker and Illustrator. You

Selection Tool vs. Direct Selection Tool

7.3

Selecting Multiple Objects

8.1

Moving Objects

8.2

Resizing Objects

8.6

Grouping and Ungrouping Objects

Selection Tool

can use this tool to select items in the document, move them, and/or view or change their settings using the Control bar. To select an object, just click anywhere on it with the Selection tool. The boundary nodes of the frame or selected group appear, indicating that you now have the item selected. You can then move the selected item(s) by clicking and dragging with your

You can access the Selection tool by clicking its icon in the Toolbox or by typing the letter V.

mouse. To select more than one item at

Shortcuts

a time, hold down the Shift key Selection tool Mac and Win: V

as you click. You can then move the selected items together.

Select all Mac: Cmd+A Win: Ctrl+A

You can also make a selection by dragging with the Selection

Deselect all Mac: Shift+Cmd+A Win: Shift+Ctrl+A

tool over an area that includes

Tip

Deselecting

the item(s) you want to select.

To deselect an item or items

You are always able to see your selection whether you’re showing or hiding frame edges, or whether you are in normal or preview mode.

with the Selection tool, Shiftclick the object, or click anywhere else in the document or off the Page.

Click the item you’d like to select. When the object’s boundary nodes appear, you’ll know it’s selected and you can then move the item.

Adjusting Frames Clicking and dragging one of the boundary nodes of a single selected frame allows you to adjust the frame’s dimensions, but not scale the frame’s contents. This same rule applies to all frames in a group. To adjust a frame proportionately, be sure that the Constrain Proportions For Width & Height lock is secured in the Control bar. You can also constrain proportions for width and height by holding down the Shift key as you drag a boundary node of a frame. Note that adjusting the frame dimensions can also move the frame’s contents.

32

Direct Selection and Position Tools Related Tasks

InDesign’s Direct Selection tool is designed to work like the one found in Illustrator, but with a few twists. You can use it to select,

Selection Tool vs. Direct Selection Tool

image) or to select and move points on a drawn path, or to

7.3

Selecting Multiple Objects

8.1

Moving Objects

change the shape of a frame by moving any of its corner nodes. The Direct Selection toolset also includes a dynamic Position tool. This tool is used specifically for cropping placed images inside a graphic frame, not for altering points on a path. However, you can still position placed images with the Direct Selection tool if you prefer.

You can access the Direct Selection and Position tools by clicking either icon in the Toolbox or by typing the letter A (Direct Selection tool) or Shift+A (Position tool)

8.2

Resizing Objects

8.6

Grouping and Ungrouping Objects

PAGE BUILDING

7.2

move, or scale the contents of a graphic frame (such as a placed

WORKSPACE

3.4

Shortcuts

To crop images with the Position tool, select a graphic Direct Selection tool Mac and Win: A

frame by clicking one of its edges. You can then select

Position tool Mac and Win: Shift+A

would with the Selection tool. To move an image within a frame, hover the cursor over the image until

Select all Mac: Cmd+A Win: Ctrl+A

it dynamically changes into a hand icon, then drag.

TYPOGRAPHY

and move any of its corner or side nodes just as you

To select the contents of a graphic frame, click anyDeselect all Mac: Shift+Cmd+A Win: Shift+Ctrl+A

where on the contents with either tool. To select and reposition more than one item at a time, hold down the Shift key as you click. However, keep in within the boundaries of each item’s container (a.k.a. a frame in InDesign).

Tip With the Direct Selection or Position tool, you can scale a placed image proportionately within its frame by Shift-clicking and dragging any one of its boundary nodes.

You can also make a selection by dragging with the Direct Selection or Position tool over an area that includes the item(s) you want to select.

GRAPHICS

mind that you are only moving the selected items

Once selected, the boundary frame of the placed contents appears, indicating that you now have the item selected. You can then reposition the selected item(s) within the frame by clicking and dragging with your mouse.

Deselecting COLOR

To deselect an item or items with the Direct Selection Position tool, just click anywhere else in the document or off the Page, or choose Edit > Deselect All

Selecting Points on a Path The Direct Selection tool also allows you to select and move points on a drawn path.

You can then change the frame’s shape by selecting

OUTPUT

To reveal the points of a frame, click any frame edge.

With the Direct Selection tool, click any drawn path to reveal its points. You can then move the entire path, or click any point and reposition it. To select and/or adjust multiple points on a path, hold down the Shift key as you click.

and moving these points. 33

3.5 Related Tasks 4.11

Object and Layout Palettes

7.1

Frame/Shape Overview

7.2

Selection Tool vs. Direct Selection Tool

Pen Tools

The Pen toolset in InDesign mirrors the one found in Illustrator. Although they appear differently in the Illustrator Toolbox, the tools are named the same and work in exactly the same way. This means you can create custom vector drawings right here in InDesign.

7.6

Drawing Custom Shapes

Pen Tool

7.8

Modifying Paths and Frames

Choose the Pen tool to create a vector path, just as you would in Illustrator or Freehand. Click

12.12 Creating a Clipping Path in InDesign

and drag to create a series of connecting points

12.13 Editing Clipping Paths

Clicking with the Pen creates a point, and drag-

that result in a custom drawn line or shape. ging with the mouse creates its curve in relation to the previous point and the next point placed

Shortcuts

on the path.

Pen toolset Mac and Win: P

Add Anchor Point Tool Add Anchor Point tool Mac and Win: =

This tool adds a point to an existing path, which lets you create intricate curves, corners, and

Delete Anchor Point tool Mac and Win: -

bends to your custom-drawn line or shape. Simply click anywhere along the path to add a new point.

Convert Direction Point tool Mac and Win: Shift+C

Delete Anchor Point Tool With this tool, click any existing point to delete

Tip

it. Keep in mind that deleting points can drastiYou can add or delete points using the Pen tool, without having to switch to the Add Anchor or Delete Anchor tool. To add, just place the Pen tool cursor over a line where there is no point and click. To delete, place the Pen tool cursor over an existing point and click.

cally change the appearance of your custom drawn line or shape.

Convert Direction Point Tool With this tool you can change the direction of a selected point’s curve on an existing path. Click any existing point to reset the curve handles, allowing you to readjust it. Click and drag the handles to change the curve.

34

Type Tools Related Tasks

The Type tools in InDesign are very different from those in QuarkXPress. For instance, you can convert any

Type and Tables Palettes

it with the Type tool and entering some text. You can also

5.2

Type Preferences

create type on a path by choosing the Type On A Path

5.3

Advanced Type Preferences

tool and clicking the area of the path where you’d like

You can access the Type toolset by clicking its icon in the Toolbox or by typing the letter T.

to place some text.

Type Tool You can set character and paragraph attributes in

Selecting Type

10.1

Kerning and Tracking

10.2

Scaling and Skewing Type

10.3

Adjusting Leading and Baseline Shift

11.1

Creating and Applying Character Styles

the Control bar or in the Character and Paragraph palettes. When a data field is accompanied by a set of up/down arrows, you can set the value for that attribute either by entering a value into the field or by clicking the arrows. Arrows to the

Shortcuts

left of the field provide a list of default standard Type tool Mac and Win: T

values; arrows to the right change the value by a

TYPOGRAPHY

7.4

PAGE BUILDING

4.21

empty frame or shape into a text frame by clicking inside

WORKSPACE

3.6

fixed increment. Here are the character formatting controls (paragraph formatting controls are illustrated later in this section):

Type on a Path tool Mac and Win: Shift+T Show/hide Control bar Mac: Opt+Cmd+6 Win: Alt+Ctrl+6






Tip 

 

 

 


Font and Font Style Let you specify the

typeface (top) and typestyle (bottom) of any currently selected text; also allow you to apply a face or style by choosing from lists of those available loaded in your system.  Font Size and Leading Allow you to spec-

ify the type size and leading amount of any currently selected text.  Type Style buttons Applies or removes

specific styles to selected text, including All Caps, Superscript, Underline, Small Caps, Subscript, and Strikethrough. kerning (top) and tracking (bottom) amounts in thousandths of an em for any currently selected text.

set the amount of vertical (left) and horizontal (right) scaling for any currently selected text.  Baseline Shift and Skew Let you specify the

amount of baseline shift and skew applied to selected text.  Character Style controls Double-click the

icon to create a new character style. Optionclick (Mac) or Alt-click (Windows) the icon to edit an existing style. Click the menu to choose and apply an existing character style to selected text.  Dictionary Allows you to choose from several

OUTPUT

 Kerning and Tracking Let you specify the

 Vertical and Horizontal Scale Allow you to

COLOR

You can set your default document type preferences by Deselecting All (Mac: Shift+Cmd+A; Windows: Shift+Ctrl+A), then accessing the Type tool and choosing your preferred attributes in the Control bar or Character/Paragraph palettes.



GRAPHICS

Choose the Type tool when you’re ready to add text to your document. Click and drag to create a text frame, or click inside any empty frame or shape and begin typing. Select text by dragging the Type tool cursor over it.

language dictionaries available in InDesign.

35

3.6 Related Tasks 4.21

Type Preferences

5.3

Advanced Type Preferences

7.4

Selecting Type

10.1

Kerning and Tracking

10.2

Scaling and Skewing Type

10.3

Adjusting Leading and Baseline Shift

11.1

Creating and Applying Character Styles

11.2

(continued)

Here are the paragraph formatting controls:

Type and Tables Palettes

5.2

Type Tools




 

 

















Alignment options Let you apply specific text alignment to selected text frames, including Align

Left, Align Center, Align Right, Align Towards Spine, Justify With Last Line Aligned Left, Justify With Last Line Aligned Center, Justify All Lines, Align Away From Spine.  Indents Lets you specify the amounts of paragraph indent for any currently selected text, as fol-

lows: top left, left indent; bottom left, first line left indent; top-right, right indent; bottom-right, last-line right indent.  Space Before And After Allows you to set the amount of added space preceding (left) or follow-

ing (right) any currently selected paragraph.  Drop Cap Number Of Lines Allows you to specify the number of lines an applied drop cap will fall.  Drop Cap One Or More Characters Allows you to specify the number of characters to apply a

Creating and Applying Paragraph Styles

drop cap to.  Paragraph Style controls Double-click the icon to create a new paragraph style. Option-click

(Mac) or Alt-click (Windows) the icon to edit an existing style. Click the menu to choose and apply an existing paragraph style to selected text.

Shortcuts

 Hyphenate Keeping this box checked allows all paragraphs in your document to hyphenate auto-

Type tool Mac and Win: T

matically. To bypass this option, select any paragraphs you don’t want hyphenated and uncheck the box, or uncheck it before creating any text frames.

Type on a Path tool Mac and Win: Shift+T

 Quick Apply Clicking this opens a palette that allows you to search through and apply character,

paragraph, and object styles. If the Type tool is selected, Quick Apply only allows you to apply or edit character and paragraph styles.

Show/hide Control bar Mac: Opt+Cmd+6 Win: Alt+Ctrl+6

Clear Overrides In Selection Selected text must have a style applied to it in order to use this but-

ton. Clicking it clears any nondefined attributes from the text; only styled attributes remain.

Baseline Grid Alignment controls Allow you to turn the Snap To Baseline Grid option on or off.

Tip

 Number Of Columns controls Allow you to change the number of columns for the selected text

To switch between Character and Paragraph formatting controls in the Control bar, access the Type tool and press Opt+Cmd+7 (Mac) or Alt+Ctrl+7 (Windows).

frame or group of text frames. Horizontal Cursor Position Lets you specify the current horizontal position of the Type tool’s

cursor.

Bulleted or Numbered List Clicking one of these toggles applies or removes a bulleted list or

numbered list format to any text selected in a frame.

36

Type Tools

(continued)

Related Tasks

Type on a Path Tool

Type and Tables Palettes

clicking any existing path, frame, or shape. A special Type On A Path cursor appears once

5.2

Type Preferences

you click, indicating that you can now start typing.

5.3

Advanced Type Preferences Selecting Type

10.1

Kerning and Tracking

10.2

Scaling and Skewing Type

10.3

Adjusting Leading and Baseline Shift

11.2

Creating and Applying Paragraph Styles

You can open the Type On A Path Options dialog by choosing Type > Type On A Path > Options. This dialog allows you to choose from several styles, including Rainbow, Skew,

Shortcuts

3DRibbon, Stair Step, and Gravity. You can also change the spacing, alignment, and justification, and even flip the direction of the type.

Type tool Mac and Win: T

TYPOGRAPHY

7.4

PAGE BUILDING

4.21

You can create type on a path by first accessing the Type On A Path tool (Shift+T), then

WORKSPACE

3.6

Type On A Path tool Mac and Win: Shift+T

Tip

COLOR

You can open the Type On A Path Options dialog by double-clicking the tool’s icon in the Toolbox. You can set default Type On A Path options by accessing the dialog with nothing selected, or change options for any currently selected Type On A Path items.

GRAPHICS

Show/hide Control bar Mac: Opt+Cmd+6 Win: Alt+Ctrl+6

It’s easy! Just click any path, frame, or shape and start typing!

OUTPUT

37

3.7 Related Tasks 3.5

Pen Tools

7.7

Drawing Freeform Shapes

7.8

Modifying Paths and Frames

Pencil Tools

If trying to manipulate tiny little points and Bezier curves with the Pen toolset drives you nuts, you may want to try using the Pencil toolset instead. These tools allow you to draw freeform just as you would with a real pencil set. And if you use them along with a graphics pen and tablet, you can get a good feel for freeform drawing in InDesign.

Shortcuts Pencil tool Mac and Win: N

Pencil Tool To create a freeform shape using the Pencil tool,

Direct Selection tool Mac and Win: A

just choose it from the Toolbox and begin drawing. As you draw, InDesign calculates where the

Pen tool Mac and Win: P

points fall on the path and places them for you. You can then switch to the Pen toolset and manip-

Add Anchor Point tool Mac and Win: =

ulate the placed points, or you can try using the Smooth and Erase tools.

Delete Anchor Point tool Mac and Win: -

Smooth Tool If your drawing winds up a little too freeform,

Convert Direction Point tool Mac and Win: Shift+C

you can always clean it up by clicking and dragging over your points with the Smooth tool. Doing so removes any extraneous

Tip

anchor points while maintaining the overall You can modify the shape of any text or image frame with the Pencil tool. Select the frame first, then access the Pencil tool and begin drawing.

shape of the drawing. This is a great tool for “smoothing” out any harsh, jagged edges. I’m sure that after trying this a few times, you’ll agree that it’s a lot easier doing cleanup work with the Smooth tool than with the Pen tools.

Erase Tool Sometimes it may just be easier to erase part of your drawing and redraw it. Just choose the Erase tool from the Toolbox and click and drag over any points you want to get rid of. Now you can redraw with the Pencil or Pen tools.

38

You can access the Pencil toolset by clicking its icon in the Toolbox or by typing the letter N.

Line Tool Related Tasks

Drawing with the Pen and Pencil tools is great, but what if you just want to draw a simple line? Well, you can do that in InDesign too.

Selection Tool

3.4

Direct Selection and Position Tools

3.5

Pen Tools

Unlike with QuarkXPress and PageMaker, you can draw diagonal, vertical or horizontal lines in InDesign with just one Line tool. To constrain the tool to vertical, horizontal, or 45º increments, hold down the Shift key as you draw. For lines at other angles, just click and drag in any direc-

You can access the Line tool by clicking its icon in the Toolbox or by pressing the forward slash key (\).

tion you like. You can also draw as many lines as you want

Pencil Tools

7.13

Stroking Frames, Shapes, and Paths

7.16

Applying Stroked Path Start and End Styles

7.17

Saving and Applying Custom Strokes

7.18

Applying Gap Color to Open Stroke Styles

without the application automatically switching to a selection tool as it does in Quark.

Shortcuts

TYPOGRAPHY

3.7

PAGE BUILDING

3.3

WORKSPACE

3.8

Line tool Mac and Win: \ Direct Selection tool Mac and Win: A

Adjusting the Default Stroke Settings

GRAPHICS

Selection tool Mac and Win: V

Tip

The default stroke setting for all drawn lines (Pen and Pencil tool included) is 1 pt., solid To create vertical, horizontal, or 45° lines with the Line tool, hold down the Shift key to constrain as you draw.

black. To change the application default setting, close all documents and adjust the point size and stroke style in either the Stroke palette or Control bar. All the lines you draw will then take on these characteristics.

COLOR

Line Flexibility Lines drawn with the Line tool are easy to work with in that they have only two points (one on each end) that can be adjusted by selecting either one with the Direct Selection tool and repositioning it. You can also add points to a line using either the Pen or Pencil tools. In addition, you can move lines with the Selection tool, rotate them with the Rotate tool, and scale them with—yes, you guessed it—the Scale tool.

OUTPUT

39

3.9

Frame Tools

Frames are the basic building blocks for creating page layouts

Related Tasks

in InDesign. All text and graphic images must be placed

6.11

Creating Master Pages

6.21

Snapping to Document Grid

frame! QuarkXPress users may find it confusing that you do

7.1

Frame/Shape Overview

text or graphics—but you can if you want to.

7.8

Modifying Paths and Frames

7.9

Nesting Objects

7.13

Stroking Frames, Shapes, and Paths

7.19

Applying Corner Effects

8.1

Moving Objects

11.5

Creating and Applying Object Styles

inside a frame. In fact, you can even place a frame inside a not always have to create a frame first before placing any

To create a frame, choose one of the tools and click and drag. Holding down the Shift key as you click and drag constrains your shape to its original proportions, making a rectangle a perfect square and an ellipse a perfect circle rather than an

You can access the Frame toolset by clicking and holding on its icon in the Toolbox or by typing the letter F.

oval. Holding down the Alt or Option key draws from the center. You can also create a rectangle or ellipse frameby clicking once on the Pasteboard with either tool selected. Enter the preferred width and height settings and click OK for the frame to appear in the same spot as you clicked with the tool. Press Cmd+H (Mac) or Ctrl+H (Windows) to show your frame edges if they’re not already visible, and you will notice a large X positioned in the center of the rectangle. This indi-

Shortcuts

cates that you now have an empty frame on your page waiting for contents. Once you

Rectangle Frame tool Mac and Win: F

place some contents into the frame, the X disappears. You may find it helpful to use these “X” frames as visible placeholders in a mechanical layout or master page.

Move Mac: Shift+Cmd+M Win: Shift+Ctrl+M

You can access the Polygon Settings dialog by double-clicking the Polygon Frame tool icon in the Toolbox; or access the Polygon dialog containing additional width and height settings by clicking once on the Page with the Polygon Frame tool selected. In the dialog

Lock position Mac: Cmd+L Win: Ctrl+L

choose the number of sides for your polygon and also the percentage of inset for creating a star-shaped frame.

Unlock position Mac: Opt+Cmd+L Win: Ctrl+Alt+L Place Mac: Cmd+D Win: Ctrl+D

Tip You can convert any empty frame, shape, or path into a text frame. All you have to do is click it with the Type tool.

A rectangle frame

40

An ellipse frame

A polygon frame

Shape Tools Related Tasks

With the Shape tools, you can create rectangles, ellipses, and polygons; but what most people don’t realize is that shapes text into any shapes you create. With InDesign, just about

6.21

Snapping to Document Grid

any object can be turned into a frame.

7.1

Frame/Shape Overview

7.8

Modifying Paths and Frames

7.9

Nesting Objects

7.13

Stroking Frames, Shapes, and Paths

7.19

Applying Corner Effects

7.21

Creating Custom Shapes with Pathfinder

8.1

Moving Objects

11.5

Creating and Applying Object Styles

To create a shape, choose the tool and click and drag. Holding down the Shift key as you click and drag constrains your shape to its original proportions, making a rectangle a perfect square and an ellipse a perfect circle rather than an oval. Holding down the Alt or Option key as you click and drag draws from the center. InDesign applied default stroke settings to your shape, but you can adjust them in either the Stroke palette or in the Control bar. You can also add a fill, place a graphic,

You can access the Rectangle tool by clicking its icon in the Toolbox or by typing the letter M. The shortcut key for the Ellipse tool is L.The poor Polygon tool has no default keyboard shortcut, but you can create one for it by choosing Edit > Keyboard Shortcuts.

add some text, or merge with other shapes. You can access the Polygon Settings dialog by double-clicking the Polygon Shape tool

TYPOGRAPHY

Creating Master Pages

PAGE BUILDING

6.11

can also be frames! That’s right—you can place images and

WORKSPACE

3.10

icon in the Toolbox, or access the Polygon dialog (containing additional width and height settings) by clicking once on the Page with the Polygon Shape tool. The dialog lets you

Shortcuts

choose the number of sides for your shape and also the percentage of inset to create a Rectangle tool Mac and Win: M

star shape.

Lock position Mac: Cmd+L Win: Ctrl+L

GRAPHICS

Ellipse tool Mac and Win: L

Unlock position Mac: Opt+Cmd+L Win: Ctrl+Alt+L

A rectangle shape

An ellipse shape

COLOR

Place Mac: Cmd+D Win: Ctrl+D

A polygon shape

Tip You can merge selected shapes together using the Pathfinder palette.

OUTPUT

41

3.11 Related Tasks 3.14

Free Transform Tool

8.3

Rotating Objects

Rotate Tool

If you’re familiar with the Rotate tool in Illustrator, you won’t find any surprises here—it is exactly the same in InDesign. In comparison to QuarkXPress, InDesign’s Rotate tool is slightly different in that it keeps its selection after rotating. You may find it a little easier to maneuver in InDesign.

Shortcuts

To rotate, access the Rotate tool, select an object, and then

Rotate tool Mac and Win: R

click and drag.

You can access the Rotate tool by clicking its icon in the Toolbox or by typing the letter R.

The crosshair target that appears in the center Selection tool Mac and Win: V

of your selected object indicates where the tool is rotating from. The default rotation point is in

Direct Selection tool Mac and Win: A

the absolute center point of the object; however, you can reposition it anywhere in the

Tip

document window, on or off the Page. Just click the crosshair target and move it to the

Holding down the Shift key as you rotate snaps each turn to 45º increments.

desired position.

Rotating a Frame’s Contents You can also rotate a placed graphic within its bounding frame. To do so, you must first select

Rotating a graphics frame. Text frames, shapes, paths, lines, tables, and grouped objects can also be rotated; the tool works the same with every item.

a placed graphic with the Direct Selection tool and then switch to the Rotate tool. You can then rotate the image within the frame and reposition the rotation point, just like with any other object.

Rotating a Frame but Not Its Contents To take it even one step further, you can rotate a frame without rotating its contents! Just make your selection and then double-click the

Rotating a placed image within a graphics frame.

Rotate tool icon in the Toolbox to bring up the Rotate dialog. Uncheck the Rotate Content box and enter a value in the Angle field. Click the Preview check box to see the effect, and if you like what you see, click OK to apply.

Rotating a frame but not its contents 42

Scale Tool Related Tasks

Although you can scale objects using the selection tools and various key combinations, it may be easier for you to try scaling in InDesign using the Scale tool. It works just like

Resizing Objects

10.2

Scaling and Skewing Type

12.6

Resizing Placed Images

the Rotate tool, only with scaling rather than rotating. To scale, access the Scale tool, select an object, and then click and drag. Clicking a corner node and holding down the Shift key as you scale constrains the shape to its original proportions.

You can access the Scale tool by clicking its icon in the Toolbox or by typing the letter S.

13.10 Resizing Tables

Shortcuts

The crosshair target that appears in the center of

Scale tool Mac and Win: S

your selected object indicates where the tool is scaling from. The default scale-from point is in the

Selection tool Mac and Win: V

absolute center of the object; however, you can repothe Page. Just click the crosshair target and move it to the desired position.

You can also scale a placed graphic within its bounding frame. To do so, you must first select a placed graphic with the Direct Selection tool and then switch

Tip Scaling a graphics frame. Text frames, shapes, paths, lines, tables, and grouped objects can also be scaled; the tool works the same with every item.

With grouped items, it is not possible to scale frames alone without also scaling their contents.

TYPOGRAPHY

Direct Selection tool Mac and Win: A

sition it anywhere in the document window, on or off

Scaling a Frame’s Contents

PAGE BUILDING

8.2

WORKSPACE

3.12

to the Scale tool. You can then scale the image within GRAPHICS

the frame. You can also reposition the scale-from point, just like with any other object.

Scaling a Frame but Not Its Contents Just as you can with the Rotate tool, you can also scale a frame without scaling its contents. Make your selection and then double-click the Scale tool’s icon in the Toolbox to bring up the Scale dialog. Uncheck the Scaling a placed image within a graphics frame

COLOR

Scale Content box and enter values in the appropriate data fields. Click the Preview check box to see the effect, and if you like what you see, click OK to apply.

OUTPUT

Scaling a frame, but not its content 43

3.13 Related Tasks 8.5

Shearing Objects

10.2

Scaling and Skewing Type

Shear Tool

The Shear tool allows you to shear any frame and its contents. Text frames, graphic frames, shapes, paths, lines, tables, and grouped objects can all be sheared with the Shear tool. Access this tool by clicking its icon in the Toolbox or by typing the letter O.

Shortcuts

To shear, access the Shear tool, select an object,

Shear tool Mac and Win: O

and then click and drag. Holding down the Shift key constrains along the X-axis as you shear.

Selection tool Mac and Win: V

The crosshair target that appears in the center of the selected object indicates where the tool is

Direct Selection tool Mac and Win: A

shearing from. The default shear-from point is in the absolute center of the object; however, you

Tip

can reposition it anywhere in the document win-

Shearing a graphics frame

dow, on or off the Page. Just click the crosshair

You can shear a table and all of its contents at once using the Shear tool.

target and move it to the desired position.

Shearing a Frame’s Contents You can also shear a placed graphic within its bounding frame, as shown here. To do so, you must first select a placed graphic with the Direct Selection tool, and then switch to the Shear tool. You can then shear the image within the frame. You can also reposition the shear-from point, just like with any other object.

Shearing a placed image within a graphics frame

Shearing a Frame but Not Its Contents And yes, as with the Scale and Rotate tools, you can shear a frame without shearing its contents. Just make your selection and then double-click the tool’s icon in the Toolbox to bring up the Shear dialog. Uncheck the Shear Content box and enter a value in one of the Angle data fields (overall shear angle or horizontal/vertical only). Click the Preview check box to see the effect, and if you like what you see, click OK to apply.

44

Shearing a frame, but not its contents

Free Transform Tool

With the Free Transform tool you can move, rotate, and scale objects all at once. Brilliant!

Related Tasks

Activate the Free Transform tool, then select an object. To scale,

8.2

click and drag any node. Clicking and dragging one of the cor-

8.3

Rotating Objects

ner nodes while holding down the Shift key constrains propor-

10.2

Scaling and Skewing Type

12.6

Resizing Placed Images

of the side nodes while holding down the Opt/Alt key constrains in both the direction that you scale and the opposite direction. To rotate, place your mouse over any corner of the selection until the cursor changes to a curved double-sided arrow, indi-

You can access this tool by clicking its icon in the Toolbox or by typing the letter E.

Resizing Objects

13.10 Resizing Tables

Shortcuts

cating that you can click and drag to rotate

PAGE BUILDING

tions in the direction that you scale. Clicking and dragging one

WORKSPACE

3.14

Free Transform tool Mac and Win: E

the object. To move an object, click and drag as you would with the Selection tool.

Selection tool Mac and Win: V Direct Selection tool Mac and Win: A

appear indicating where the rotation or scale-from point is located. The default rotation/scale-from point is always in the

Tip

TYPOGRAPHY

Notice that a crosshair target does not

absolute center of the object, and you cannot reposition it as you can with the Rotate, Scale, and Shear tools.

You can also Free Transform grouped objects.

You can scale (left) and rotate (right) a graphics frame with the Free Transform tool.

Free Transforming a Frame’s GRAPHICS

Contents You can also use the Free Transform tool on a placed graphic within its bounding frame, as shown here. To do so, you must first select a placed graphic with the Direct Selection tool, and then switch to the Free Transform tool. You can then scale, move, or rotate the image within

You can scale (left) and rotate (right) a placed image within a graphics frame using the Free Transform tool.

COLOR

the frame.

Free Transforming Text Frames Yep! You guessed it. The Free Transform tool works on text frames too. Just click any text frame with the Free Transform tool and use it the same way as you would

You can scale (left) and rotate (right) a text frame with the Free Transform tool.

OUTPUT

on a graphics frame. And the best part is—you can still edit the text after it has been transformed!

45

3.15 Related Tasks 4.5

Color Palette

4.17

Swatches Palette

7.10

Filling with Solid and Transparent Colors

7.12

Filling Text

10.5

Copy/Paste Type Formatting

Eyedropper Tool

The Eyedropper tool allows you to sample colors from anywhere in your open InDesign documents (yes, even from placed images!). You can add a sampled color to the Swatches palette and then apply it to the fill or stroke of any frame, shape, path, line, or table. You can also colorize text this way. You can also copy/paste text and object formatting with this tool.

Sampling Colors

You can access the Eyedropper by clicking its icon in the Toolbox or by typing the letter I.

Activate the tool, then click the color you’d like Shortcuts

to sample. The Eyedropper icon fills with black,

Eyedropper tool Mac and Win: I

indicating that you now have a sampled color

Swatches palette Mac and Win: F5

or Stroke color swatch (whichever is placed in

ready to apply. The color also appears in the Fill front) in the Toolbox and in the Swatches and Color palettes. You can then add the color to

Tip

your swatches by clicking the swatch in any You can also copy/paste InDesign drop shadow settings with the Eyedropper tool.

of the three locations and dragging it into the Swatches palette list. You can sample and apply colors from placed graphics, as well as from other open InDesign documents.

Sampling Styles You can also use the Eyedropper tool to copy/paste formatting (including character, paragraph, and object styles). Click any text or object containing a style or formatting you’d like to sample with the Eyedropper tool, and notice the cursor icon that shows up next to the full Eyedropper icon. This

You can copy text formatting and styles by clicking text with the Eyedropper.

indicates that you can now apply the sampled style and/or formatting to any text characters you highlight or objects you click with the Eyedropper. When you’re in a hurry this is a great quick and easy way to format a layout without having to set up any styles, especially because you can continue applying the sampled format/styles without having to resample. 46

Paste the sampled formatting and styles by highlighting text with the full Eyedropper icon.

Measure Tool Related Tasks

The Measure tool goes hand in hand with the Info palette. Use this tool to calculate the size of a placed graphic or the angle of a drawn path to match sizes or angles among objects in a

3.11

Rotate Tool

4.7

Info Palette

WORKSPACE

3.16

document layout.

you want to measure. The Info palette opens automatically, providing you with specific measurements, including X and Y

Shortcuts

You can access the Measure tool by clicking its icon in the Toolbox or by typing the letter K.

Measure tool Mac and Win: K

coordinates, width, height, and angle.

Rotate tool Mac and Win: R

PAGE BUILDING

Activate the Measure tool, then click and drag along the area

Info palette Mac and Win: F8

Tip TYPOGRAPHY

Holding down the Shift key as you click and drag constrains the tool to 45-degree angles.

GRAPHICS COLOR OUTPUT

47

3.17 Related Tasks 4.6

Gradient Palette

4.17

Swatches Palette

7.11

Filling with Gradients

7.12

Filling Text

7.14

Stroking Text

Gradient Tool

The Gradient tool allows you to apply various gradient styles to selected items within your layout. This tool works closely with the Gradient and Swatches palettes, allowing you to apply gradients to both fills and strokes on selected frames, shapes, paths, and text. To apply a gradient, first select an object with the Selection tool or select some text with the Type tool (frames, shapes,

13.11 Setting Table Borders, Strokes, and Fills

You can access the Gradient tool by clicking its icon in the Toolbox or by typing the letter G.

paths, and text all work with the Gradient tool). Then activate the Gradient tool and click and drag in any direction to apply a gradient you’ve created in the Gradient palette or a gradient swatch that has been saved in the Swatches

Shortcuts

palette. To constrain the gradient in a certain direction, hold down the Shift key as you Gradient tool Mac and Win: G

click and drag.

Type tool Mac and Win: T Selection tool Mac and Win: V Swatches palette Mac and Win: F5

Tip A single gradient can also be applied to multiple objects and grouped objects with the Gradient tool.

You can apply a gradient to editable text with the Gradient tool.

48

Button Tool Related Tasks

The Button tool is used for creating interactive behaviors that you can embed in an exported PDF document. Some of the behaviors

Interactive Palettes

Page, Play Sound, and Play Movie.

17.1

Exporting as PDF

Activate the Button tool, then click and drag over the area where you’d like to create an interactive button. Or you can also click once at the upper-left corner of the interactive area and enter the width and height amount for the button in the dialog that

You can access the Button tool by clicking its icon in the Toolbox or by typing the letter B.

17.3

Embedding Movies and Sound in PDFs

Shortcuts

appears. Button tool Mac and Win: B

PAGE BUILDING

4.8

you can attach to a button are Go To URL, Go To Anchor, Go To

WORKSPACE

3.18

Setting Button Options Export Mac: Cmd+E Win: Ctrl+E

You can then specify the General and Behaviors options for a selected button by choosing Object > Interactive > Button Options. Choose the Event (Mouse Up, Mouse Down, etc.)

Tip

button, and click OK. You can also embed Rollover buttons in exported InDesign pdfs.

TYPOGRAPHY

and the Behavior (Go To Anchor, Go To Page, Play Sound, etc.) settings for your new

GRAPHICS COLOR OUTPUT

49

3.19 Related Tasks

Scissors Tool

InDesign’s Scissors tool is used for cutting points and lines on a path. You can divide symmetrical shapes, such as half-circles or

3.5

Pen Tools

3.10

Shape Tools

4.11

Object and Layout Palettes

7.2

Selection Tool vs. Direct Selection Tool

Cutting Points on a Path

7.6

Drawing Custom Shapes

Direct Selection tool, then switch to the Scissors tool. Hover

7.7

Drawing Freeform Shapes

7.8

Modifying Paths and Frames

diamonds, or remove pieces of a path to create interesting logo effects and design elements.

To cut points on a path, you must first select a shape with the your mouse over a specific point on the path until you see the

You can access the Scissors tool by clicking its icon in the Toolbox or by typing the letter C.

cursor change to a target symbol. Click to cut the path. Continue clicking points until you’ve divided the shape the way you like. You can then separate the pieces with the Selection tool.

Shortcuts

Cutting Lines on a Path

Scissors tool Mac and Win: C

With the Scissors tool, you don’t necessarily have to cut points on a path—you can also

Rectangle tool Mac and Win: M

cut the connecting lines between points. Select a shape with the Direct Selection

Ellipse tool Mac and Win: L

tool, then switch to the Scissors tool. Hover your mouse over a line on the path until you

Direct Selection tool Mac and Win: A

see the cursor change to a target symbol, then click to cut it. You’ll see a new point

Selection tool Mac and Win: V

added to the line. Keep clicking lines until you’ve divided the shape to your prefer-

Make compound path Mac: Cmd+8 Win: Ctrl+8

ence, then separate the pieces with the Selection tool.

Tip Holding down the Option key (Mac) or Alt key (Windows) with the Scissors tool selected changes it to the Add Anchor Point tool.

50

Hand Tool Related Tasks

The Hand tool allows you to scroll through the pages of your document by clicking and dragging. Need to get somewhere quick? Try using the Hand tool rather than those pesky

2.9

View Menu

3.21

Zoom Tool

WORKSPACE

3.20

zoom commands and scroll bars.

anywhere in the document. The little hand icon grabs your page as you drag in any direction. You can move pages around in your document window this way, allowing you to

Shortcuts

You can access this tool by clicking its icon in the Toolbox or by typing the letter H.

Hand tool Mac and Win: H Zoom tool Mac and Win: Z

access a certain point in the layout quickly and easily. It’s sometimes helpful to use the Hand tool along with the Zoom tool and zoom commands to maneuver around a

PAGE BUILDING

Activate the Hand tool, then click and drag with your mouse

Zoom in Mac: Cmd+= Win: Ctrl+=

document.

Tip

GRAPHICS

With any tool selected, you can switch temporarily to the Hand tool by pressing and holding down Opt+Spacebar (Mac) or Alt+Spacebar (Windows).

TYPOGRAPHY

Zoom out Mac: Cmd+Win: Ctrl+-

COLOR OUTPUT

51

3.21 Related Tasks 2.9

View Menu

3.20

Hand Tool

Zoom Tool

The Zoom tool allows you to increase or decrease view magnification of any selected area of the document. Zooming with the Zoom tool is easy. Activate the tool, then either click once at the point you’d like to zoom in on, or

Shortcuts

click and drag over an area to enlarge (a process that is also referred to as “marqueeing”). Clicking in the docu-

Zoom tool Mac and Win: Z

ment zooms in intervals using default percentage amounts, and drawing a marquee over an area zooms in based on

Hand tool Mac and Win: H

your selection size.

Zoom in Mac: Cmd+= Win: Ctrl+=

You can access this tool by clicking the icon in the Toolbox or by typing the letter Z.

To zoom out, hold down the Option key (Mac) or the Alt key (Windows) and either click or drag. You’ll notice that the Zoom icon changes its appearance, replacing the + sign shown in the magnifying glass with a – sign. You can

Zoom out Mac: Cmd+Win: Ctrl+-

switch between the two using the Option/Alt key.

Tip Holding down Cmd+Spacebar (Mac) or Ctrl+Spacebar (Windows) allows you to switch temporarily to the Zoom tool.

You can marquee over the area you’d like to zoom into.

The Zoom tool changes the magnification preview displayed in your document window. 52

Other Toolbox Functions Related Tasks

InDesign’s Toolbox contains various other controls, including a link to the Adobe website, access to the Color Picker, Fill and Stroke formatting, and available screen modes.

2.9

View Menu Help Menu

3.15

Eyedropper Tool

You can access the InDesign portion of the Adobe website by clicking the col-

4.5

Color Palette

orful icon found just above the Toolbox. You must have a working Internet

4.6

Gradient Palette

connection to use this link.

4.17

Swatches Palette

7.10

Filling with Solid and Transparent Colors

7.11

Filling with Gradients

Color Picker InDesign now features a Color Picker, similar to the one found in Photoshop

PAGE BUILDING

2.11

Adobe Online

WORKSPACE

3.22

or Illustrator. To open the Color Shortcuts

Picker, double-click the Stroke or Fill

Toggle between fill and stroke Mac and Win: X

Toolbox. When the dialog opens, you can click anywhere in the color field

Default fill and stroke Mac and Win: D

to locate a specific RGB, CMYK, or

TYPOGRAPHY

swatches located at the bottom of the

LAB build. Click the Add RGB Swatch button to add the chosen color to the Swatches Swap fill and stroke color Mac and Win: Shift+X

palette. Click OK and the color appears at the bottom of the Toolbox in the Fill or Stroke swatch (whichever is placed in front), and also at the top of the Swatches palette and in the Color palette.

Double-clicking the Fill or Stroke swatches at the bottom of the Toolbox opens the Color Picker.

The Fill and Stroke swatches, located at the bottom of the Toolbox, display either the default Fill and Stroke colors, or the colors of any currently selected object in your document. The forefront swatch, either Fill or Stroke, is the active control. All colors in

GRAPHICS

Tip

Fill and Stroke

InDesign are applied according to the active control, which is also found at the top of the Swatches palette. You can switch between the Fill and Stroke controls by clicking either swatch, or by clickCOLOR

ing the swap arrows located at the upper right. You can reset the default Fill and Stroke colors by clicking the Default Fill and Stroke button at the lower left, or just press D on your keyboard.

OUTPUT

53

3.22

Other Toolbox Functions

(continued)

Related Tasks

Formatting Buttons 7.12

Filling Text

7.13

Stroking Frames, Shapes, and Paths

7.14

The formatting buttons located underneath the Toolbox Fill and Stroke swatches allow you

Stroking Text

to apply colors to either a text frame or the text itself.

Shortcuts

Apply Buttons

Toggle between Normal and Preview modes Mac and Win: W

The Apply buttons found at the bottom of the Toolbox work hand in hand with the Fill and Stroke controls, allowing you to apply the most recent color or gradient selected (dis-

Apply None Mac and Win: / and Num

played in the button), or apply None to any selected object(s) in the document.

Apply gradient Mac and Win: . (period) Apply color Mac and Win: , (comma)

Tip When displaying the Toolbox in a single column or single row, all the Apply controls are gathered in one button that contains a submenu. Screen mode controls are contained this way as well.

Screen Modes InDesign also features several screen modes in which you can view your document layout. Normal mode is the default, which allows you to see all your guides, frame edges, and any items positioned off the Page. Preview mode hides all guides and frame edges and fills the entire area surrounding the Page with gray. Bleed mode also hides all guides and frame edges, but reveals any added bleed areas while filling the rest of the area surrounding the Page with gray. Slug mode previews your document in the same way as Bleed mode, but also allows you to view any additional slug areas.

54

4

WORKSPACE

C H A P T E R

InDesign Palettes Creative Suite 2 companion applications, Photoshop and Illustrator, a palette is available for practically every task. In fact, if you’re unsure of where to locate the controls for a specific task, it is safe to assume that InDesign has a palette dedicated to that function.

PAGE BUILDING

THERE IS NO SHORTAGE of palettes to work with in InDesign (42 in all!). Much like the Adobe

As you might have guessed, working with this many palettes can be extremely cumbersome, especially on a small screen. But thankfully, InDesign has included a side-tab option that allows you to dock, show, and hide the large amount of palettes you’ll be working with. In addition, you can save your favorite open palette combinations as a custom workspace to be used over and project you work on, whether it’s a brochure, magazine spread, newsletter, advertisement, or even a whole book. InDesign lets you decide how you want fill up your screen real estate. The palettes described in this chapter are grouped just as they appear under the Window menu.

TYPOGRAPHY

over again. You can take advantage of this feature by saving a different workspace for each

For example, the Align and Pathfinder palettes are part of the Object & Layout subgroup; therefore, the Align and Pathfinder palette descriptions can be found under the “Object & Layout Palettes” section.

Organizing Palettes

■

4.12 Object Styles Palette

■

4.2

Customizing Your Workspace

■

4.13 Output Palettes

■

4.14 PageMaker Toolbar

■

4.3

Attributes Palette ■

4.15 Pages Palette

■

4.4

Automation Palettes ■

4.16 Stroke Palette

■

4.5

Color Palette ■

4.17 Swatches Palette

■

4.6

Gradient Palette ■

4.18 Tags Palette

■

4.7

Info Palette ■

4.19 Text Wrap Palette

■

4.8

Interactive Palettes ■

4.20 Transparency Palette

■

4.9

Layers Palette ■

4.21 Type and Tables Palettes

■

4.10 Links Palette ■

4.22 Book and Library Palettes

■

4.11 Object & Layout Palettes

COLOR

4.1

GRAPHICS

■

OUTPUT

4.1 Related Tasks 2.10

Window Menu

3.2

Control Bar

4.2

Customizing Your Workspace

5.1

General Preferences

Organizing Palettes

When you’re in a creative mind-set, it’s tough to stay organized. No one wants to stop work on a killer layout to create more design room on screen. Thankfully, InDesign understands that your creativity should always come first. To help save screen real estate, you can dock together individual palettes as well as palette windows. And certain palettes can collapse vertically, allowing you to show or hide specific options. If that’s not enough to help you stay organized, you can also store individual and docked palettes into the scrollable side tabs.

Shortcuts

Here’s a breakdown of controls found in all InDesign palettes:

Show/hide all controls Mac and Win: Tab




Show/hide all controls except Toolbox and Control bar Mac and Win: Shift+Tab

 







Tip The Palette Toggle button is always available at the far right of the Control bar, no matter what tool you have selected in the Toolbox.





Typical palettes in Mac OS X (left) and Windows XP (right)
Close Palette Window Click this button to close the palette window and all palettes docked inside.  Minimize/Maximize Palette Window Click this button to shrink the palette window, leaving only

docked palette tabs visible.  Title bar Click and drag the title bar to reposition the palette window on your screen. Double-

click the title bar to collapse the window.  Palette tab Click and drag to dock the palette in another window or side tab. Single-click the tab

to bring a docked palette to the front of a group. Double-click the tab to collapse the palette.  Docked palettes Every palette window contains a well to dock other palettes in. Palette tabs are

positioned side by side in the well for easy access.  Palette menu Click to access specific palette options. The menu button always appears at the

top of the window when the palette is side-tabbed to the right and at the bottom when sidetabbed to the left.  Docked palette windows Palette windows (with multiple palettes docked inside them) can also

be connected in a vertical column, as shown here.  Footer controls Various palette-specific action buttons are located at the bottom of the palette

window. Resize Palette Not all palettes feature this option, but for those that do, simply click and drag the

icon in the bottom-right corner to resize the palette window.

56

Organizing Palettes (continued)

Docking Palettes

Related Tasks

To dock palettes together, simply click the tab of one

2.10

palette and drag it into another. Hold the mouse but-

3.2

Control Bar

ton down until a thick black outline appears around

4.2

Customizing Your Workspace

5.1

General Preferences

release. The palettes are now docked together inside

Window Menu

the same window. Clicking a docked palette’s tab brings it to the front of

Shortcuts

the group and grays out all other docked palettes

Show/hide all controls Mac and Win: Tab

behind it. To undock a palette, click the tab, hold the mouse mouse button to place the free-floating palette somewhere else on your screen, or dock it into another window or side tab.

Tip

Docking Palette Windows one palette, hold the mouse button down, and drag it over the bottom edge of another. Release the mouse button when a thick black line appears at the bottom edge of the window you’re docking to. The palette windows dock together in a vertical column.

GRAPHICS

To show or hide all palettes, Deselect All (Mac: Shift+Cmd+A; Windows: Shift+Ctrl+A), and then click the Palette Toggle button located at the far right of the Control bar.

To dock palette windows together, click the tab of

TYPOGRAPHY

Show/hide all controls except Toolbox and Control bar Mac and Win: Shift+Tab

button down, and drag it out of the well. Release the

PAGE BUILDING

the palette window you are dragging into, then

WORKSPACE

4.1

Click and drag the title bar of the top palette window to reposition the docked group on your screen. Double-click the title bar to collapse the docked windows, leaving only the tabs visible.

Collapsing Palette Windows COLOR

InDesign offers four ways to collapse palette windows: double-click the title bar; doubleclick the palette tab; click the Collapse Window button; or click the up/down arrows located next to the palette name (note: only certain palettes contain these arrows).

One click on the up/down arrows (or one double-click on the tab) collapses the window to reveal only basic options.

Two clicks on the up/down arrows (or two double-clicks on the tab) fully collapses the window.

OUTPUT

Windows with multiple palettes docked inside them can be docked together and collapsed to save space.

57

4.1 Related Tasks

Organizing Palettes (continued)

Click multiple times on the up/down arrows or the palette tab to incrementally collapse or expand palettes that contain extra options or extensive item lists (e.g., Layers, Styles,

2.10

Window Menu

3.2

Control Bar

4.2

Customizing Your Workspace

Docking Individual Palettes to the Side Tabs

5.1

General Preferences

To side-tab a palette, click the palette tab and drag it to

Swatches).

either side of your screen. Hold the mouse button down until the horizontal palette outline changes to a vertical

Shortcuts

You can then add more palettes to the sidetabbed window.

outline, then release for the palette window to snap into

Show/hide all controls Mac and Win: Tab

place. You can then add more palettes to the window if

Show/hide all controls except Toolbox and Control bar Mac and Win: Shift+Tab

When you side-tab a palette window, it appears collapsed

you want.

on the side of your screen. Click once on the palette tab to expand the window. You can reposition the side tab by clicking in the gray palette well area and dragging up or down.

Tip

You can also expand the side tab vertically. First hover Palettes can only be side-tabbed on the left or right sides of your screen, not the top or bottom. Only the Control bar and PageMaker toolbar can be docked at the top and/or bottom of your screen.

your mouse over the top (Windows only) or bottom edge (Mac and Windows) until the up/down arrow icon appears. Click and drag in either direction to lengthen the palette.

Docking Palette Windows to the Side Tabs To side-tab a palette window that contains several docked palettes, Opt-click (Mac) or Alt-click (Windows) on any of the docked palette tabs and drag to either side of your screen. Hold the mouse button down until the horizontal palette outline changes to a vertical outline, then release. The palette window will snap into place. You can then add more palettes to the window.

58

Click and drag the palette tab to the side of your screen.

Customizing Your Workspace Related Tasks

InDesign allows you to save your workspace environment so that you don’t have to spend time repositioning palettes on the screen every time you launch the application. You can

2.10

create and save a custom workspace for every type of layout work you do. For instance, a production-oriented job might require a totally different set of palettes than a design-

Customizing Your Workspace

5.1

General Preferences

Shortcuts

When the dialog appears, enter a name for it and click OK. You can now restore your Show/hide all controls Mac and Win: Tab

workspace whenever you like by selecting it under the Window > Workspace submenu.

PAGE BUILDING

Control Bar

4.2

Saving a Workspace To save your preferred work environment, choose Window > Workspace > Save Workspace.

Window Menu

3.2

oriented one. No problem! InDesign lets you save a workspace for each.

WORKSPACE

4.2

To save changes made to your custom environment, choose Window > Workspace > Save dialog asks you if you want to replace the workspace.

Tip

TYPOGRAPHY

Show/hide all controls except Toolbox and Control bar Mac and Win: Shift+Tab

Workspace, and enter the name of the workspace you want to update. Click OK when the

At application launch, InDesign always displays the last workspace used.

GRAPHICS

An example of a fully loaded InDesign workspace

Deleting a Workspace Say you like this feature so much that you’ve saved dozens of custom workspaces. Weeks go by and you finally admit to yourself that you only use a handful of them. Don’t beat COLOR

yourself up over it. You can always delete a saved workspace by choosing Window > Workspace > Delete Workspace. When the dialog appears, select the one you want to delete from the menu (sorry, you can only delete one at a time). When you’re ready to let go, just click Delete and it’s gone forever. See? No need to feel guilty.

Restoring the Default Workspace Maybe the default workspace is perfect for your design needs and you just want to return OUTPUT

to that palette arrangement. Well, pat yourself on the back for being exceptionally lowmaintenance and then choose Window > Workspace > [Default]. 59

4.3 Related Tasks

Attributes Palette

The Attributes palette is used to set overprint options that affect the color separation and output of your document. InDesign automatically overprints any solid black items by

2.9

View Menu

2.10

Window Menu

4.13

Output Palettes

lying inks). You can use the Attributes palette to overprint any colors instead by applying

4.16

Stroke Palette

this option to the fills and strokes of any individual frames in your layout.

5.13

Appearance of Black Preferences

You can build manual traps with overprinting, or create some cool ink mixing effects,

5.16

Print Presets

trapping feature. For ink effects, try experimenting with Transparency and Blend modes.

16.1

Printing a Document

The Attributes palette also contains one other hidden feature: the ability to make selected

16.3

Creating and Assigning Trap Presets

default; however, all other colors are set to automatically knock out (or replace all under-

but both can be very tricky to set up. It may be easier to first try using InDesign’s built-in

items within your document or master pages nonprintable. This is particularly useful when you are in the early stages of a design and many of your page items are still FPO (for placement only). InDesign allows you to suppress printing of any individual placeholder items or extraneous screen notations.

Shortcuts Show/hide all controls Mac and Win: Tab

 




Show/hide all controls except Toolbox and Control bar Mac and Win: Shift+Tab


Overprint Fill Check this option to allow a single, selected frame’s fill to overprint (rather than

knockout, or replace all underlying inks) when outputting color separations.  Nonprinting Check this option to make any selected objects in your document layout or master

pages nonprintable.

Separations Preview palette Mac and Win: Shift+F6

 Overprint Stroke Check this option to allow strokes applied to selected objects to overprint.  Overprint Gap Check this option to allow a single, selected frame’s stroke gap color to overprint.

Tip To suppress printing for all objects on a layer, you must first select everything on the layer by Opt-clicking (Mac) or Alt-clicking (Windows) on the layer in the Layers palette; then check the Nonprinting check box in the Attributes palette.

60

Automation Palettes Related Tasks

The three palettes found in the Window > Automation submenu greatly expand InDesign’s functionality and can help speed up your workflow. The Data Merge palette allows you to

2.10

create standardized documents based on a data file (e.g., a form letter that you mail to a large list of clients). The Scripts palette and Script Label palette allow you to automate

Control Bar

4.2

Customizing Your Workspace

5.1

General Preferences

out the added expense! Shortcuts

Data Merge Palette

Show/hide all controls Mac and Win: Tab

To use the Data Merge palette, you must have a data file prepared to apply to an existing InDesign document. You can merge a .csv file (comma-separated value), or a simple .txt file with all the information separated by either commas or tabs (but not both). The first

To merge, click the menu button and choose Select Data Source. Browse to the .csv or .txt file, make sure Show Import Options is checked at the bottom of the dialog, then click Open. When the dialog opens, choose either Comma Separated or Tab Delimited, depend-

Tip

ing on which type of data file you are merging, and click OK.

TYPOGRAPHY

Show/hide all controls except Toolbox and Control bar Mac and Win: Shift+Tab

line of your data file must contain category names separated by either commas or tabs.

PAGE BUILDING

using these palettes is like hiring an assistant to help you do all the grunt work—but with-

Window Menu

3.2

repetitive production tasks such as replacing images or fixing text errors. In many ways,

WORKSPACE

4.4

You can download free InDesign scripts at http://share.studio.ado be.com/.

The named categories from the first line of your data file appear in the Data Merge palette and can then be applied to various text items in your InDesign document. Select the text you want the data applied to, and then click the appropriate category name in the Data Merge palette.

GRAPHICS

The Preview check box displays the data in the applied areas and the Create Merged Document button allows you to generate InDesign pages based on the applied data. 

imported data categories. If no data is imported, a set of data merge instructions is displayed instead.







Data Category List Displays

 Palette menu Click to access

several data merge options. Most of these options are also accessible via the footer controls.

COLOR

   

 Preview Check this box to display the merged data in the applied fields of your InDesign document.  Preview First Record Click this button to preview the first application of merged data.  Preview Previous Record Click this button to preview the previous application of merged data.  Page Number Displays the number of the page being previewed.  Preview Next Record Click this button to preview the next application of merged data. OUTPUT

 Preview Last Record Click this button to preview the last application of merged data. Create Merged Document Click this button to generate InDesign pages based on the merged data. 61

4.4

Automation Palettes

(continued)

Related Tasks

Scripts Palette

2.10

Window Menu

Wouldn’t it be great if you could automate InDesign to do all the repetitive grunt work for

3.2

Control Bar

you? Well, you can with scripting. And the best part is—you don’t have to know how to

4.2

Customizing Your Workspace

write scripts to use them.

5.1

General Preferences

To run a script just place the script file in the \Presets\Scripts folder located in the InDesign application folder. InDesign can run scripts written in Extend-Script (a cross-platform version of JavaScript), AppleScript (Mac only), or for Windows only: Virtual Basic Script,

Shortcuts

Virtual Basic for Applications, and Visual Basic.

Show/hide all controls Mac and Win: Tab

To learn more about scripting in InDesign, or to try out some example scripts, check out the Adobe InDesign CS2 Scripting Guide found on the installer CD.

Show/hide all controls except Toolbox and Control bar Mac and Win: Shift+Tab






Tip You can download free InDesign scripts at http://share.studio.ado be.com/.


Script Double-click the script name to run

the script. Hold down the Option (Mac) or Alt key (Windows) as you double-click to open in a script editor. Hold down the Shift key and double-click the script name to open in the JavaScript debugger.

 Palette menu Click to access the Scripts palette options.  Script folder Click the toggle arrow to open the folder and view available InDesign scripts.

Script Label Palette The Script Label palette allows you to attach a label property to an object in your document. This label helps a script identify an object correctly when performing an automated action.

To attach a label, select an object and then type in a label name using the Script Label palette. Adding a label does not change the object’s appearance. Using a script editor, you can then refer to the label in an applicable script.

62

Color Palette Related Tasks

The Color Palette displays either the default Fill and Stroke colors, or the colors of any currently selected object in your document. The forefront swatch, either Fill or Stroke, is

WORKSPACE

4.5

Color Section

the active control. All colors in InDesign are applied according to the active control, which

Window Menu

3.15

Eyedropper Tool

You can switch between the Fill and Stroke controls by clicking either swatch, or by click-

3.22

Other Toolbox Functions

7.10

Filling with Solid and Transparent Colors

7.12

Filling Text

7.13

Stroking Frames, Shapes, and Paths

7.14

Stroking Text

ing the swap arrows located to the upper right of the swatch icons. The formatting buttons located underneath the Fill and Stroke swatches allow you to apply colors to either the container or its contents. The buttons, slider, and ramp at the bottom of the Color palette work hand in hand with the Fill and Stroke controls. These allow you to do the following to any selected object(s) in your document: apply None (that is, no stroke or fill); apply the last color selected; or apply a tint of the currently selected color in the Swatches palette or last color selected. You can also edit a color using the Color palette. Click the menu button and choose a Lab, CMYK, or RGB color space to access the appropriate sliders and edit the color. Save any colors you create by clicking and dragging the swatch directly into the Swatches palette list.

Shortcuts


Fill And Stroke Displays either the default

Show/hide all controls Mac and Win: Tab

Fill and Stroke colors, or the colors of any currently selected object in your document. create a tint of the currently selected fill or stroke color.  Tint Percentage Displays the tint percentage of the currently selected color.

Eyedropper tool Mac and Win: I

 Palette menu Click to access the Color palette options, particularly the preferred color space for

editing colors (LAB, CMYK, or RGB).

GRAPHICS

Show/hide all controls except Toolbox and Control bar Mac and Win: Shift+Tab

 Tint slider Drag the slider left or right to

TYPOGRAPHY

13.11 Setting Table Borders, Strokes and Fills

PAGE BUILDING

2.10

is also found at the top of the Swatches palette and at the bottom of the Toolbox.

Color palette Mac and Win: F6

 Formatting Affects Container Click to apply a color to a selected frame.  Formatting Affects Text Click to apply a color to all editable text in a selected frame.

Default fill and stroke colors Mac and Win: D

 Apply Last Color Click to apply the last color used.  Apply None Click to apply no color to a fill or stroke.

Switch between fill and stroke Mac and Win: X

to a color spectrum. Click anywhere in the spectrum to choose and apply/edit a color. On the far right of the spectrum you’ll also find a small white swatch and a small black swatch. Click the white swatch to apply pure white and the black swatch to apply pure black.

COLOR

Color spectrum When editing a color using the Lab, CMYK, or RGB sliders, the ramp will change

Tip

Out Of Gamut Warning Indicates that the RGB color build will not print or display properly.

Click the alert icon to automatically adjust the color values to fall within the default CMYK profile gamut.

63

OUTPUT

To change the application default colors using the Color palette, simply apply your preferred fill and stroke colors with no documents open.

Gradient Palette

4.6 Related Tasks

The Gradient palette lets you apply various gradient styles to selected items within your layout. This palette works closely with the Gradient tool and Swatches palette, allowing

2.10

Window Menu

3.15

Eyedropper Tool

3.17

Gradient Tool

even editable text.

3.22

Other Toolbox Functions

You can also create or edit a gradient using the Gradient palette. Click one of the color

7.11

Filling with Gradients

you to apply gradients to both fills and strokes on selected frames, shapes, paths, and

sliders found at the bottom of the palette. Then drag directly on top of it a color from one of these locations: from the Swatches palette list, from either swatch at the bottom of the

13.11 Setting Table Borders, Strokes and Fills

Toolbox, or from either swatch at the top of the Swatches palette. Alternatively, you can also drag and drop a swatch anywhere on the gradient line to add a slider. Drag the gradient and color sliders left or right to alter the gradient blend. You can delete a color from

Shortcuts

the gradient by dragging its slider off the palette; however, you must always have at least two colors present.

Show/hide all controls Mac and Win: Tab

You can save any gradients you create by dragging the gradient palette swatch directly into the Swatches palette list.

Show/hide all controls except Toolbox and Control bar Mac and Win: Shift+Tab




 

Gradient tool Mac and Win: G







 Eyedropper tool Mac and Win: I


Gradient Swatch Displays the gradient applied to a selected object, or the gradient you are cur-

rently creating or editing.

Tip

 Gradient Type Choose either Linear or Radial.  Palette menu Click to access the palette options.

You can apply a gradient fill and stroke to editable text in InDesign.

 Location Displays the gradient bar location percentage of the currently selected color slider.  Angle Displays the gradient angle measurement in degrees.  Reverse Click to reverse the direction of the gradient.  Gradient Slider Click and drag left or right to adjust the balance of gradation between colors.  Color Slider Click and drag left or right to adjust the location of the currently selected color

within the gradient.

64

Info Palette Related Tasks

The items displayed in the Info palette vary depending on what you have selected and with what tool. You can use the Info palette to determine a placed object’s color space

Window Menu

3.3

Selection Tool

3.4

Direct Selection and Position Tools

The Info palette also goes hand in hand with the Measure tool, allowing you to match the

3.16

Measure Tool

size and/or angle of different objects in a document layout.

12.1

Importing a Graphic Image

information about text items that are selected with the Type tool, such as word and character count.


Cursor coordinates Tracks the exact








Shortcuts



Show/hide all controls Mac and Win: Tab Show/hide all controls except Toolbox and Control bar Mac and Win: Shift+Tab

 Width/Height/Angle Displays the width

and height measurement of a selected object. Also displays the rotation angle, but only when you are using the Rotate tool.  Palette menu Click to access the Info

TYPOGRAPHY

X and Y coordinates of the cursor as you move around the document. The D value is the distance an object or tool has moved relative to its starting position. Click the small arrow next to the + symbol to change the units of measurement.

PAGE BUILDING

2.10

and file size, or the color build of a specific fill or stroke. You can also access valuable

WORKSPACE

4.7

Selection tool Mac and Win: V



Direct Selection tool Mac and Win: A Measure tool Mac and Win: K

 Fill Info Displays the swatch name or

color space build of a selected object’s fill. Click the small arrow next to the fill icon to switch between Color Space and Swatch Name views.

Info palette Mac and Win: F8

GRAPHICS

palette options. You can also view the metadata of a placed object by choosing File > File Info.

Tip

 Stroke Info Displays the swatch

 Link Info Displays the file info for a

placed link.

COLOR

To determine the color space of a placed graphic (RGB, CMYK, Grayscale, or Lab), select it with the Selection tool (V) or Direct Selection tool (A), and refer to the Info palette.

name or color space build of a selected object’s stroke. Click the small arrow next to the stroke icon to switch between Color Space and Swatch Name views.

OUTPUT

65

4.8 Related Tasks 2.7

Object Menu

2.10

Window Menu

3.18

Button Tool

5.17

Adobe PDF Presets

17.1

Exploring as Adobe PDF

Interactive Palettes

Now you can jazz up your PDF documents by including interactive elements. That’s right— the Window > Interactive palettes allow you to embed bookmarks, hyperlinks, and even button rollovers into PDFs exported from InDesign.

Bookmarks Palette The Bookmarks palette allows you to create links to specific pages within your document. This is especially useful when you are creating a layout intended for PDF output. The links appear in the Bookmarks tab when you are viewing in Acrobat and let you navigate a large document much more easily.

Tip

To create a page bookmark, double-click a page in the Pages palette and click the Create

Hyperlinks created in Microsoft Word documents remain active once imported into InDesign.

New Bookmark icon at the bottom of the Bookmarks palette. To create a text bookmark, highlight some text with the Type tool or click an insertion point and click the New Bookmark icon. You can nest text bookmarks within page bookmarks to help keep them organized in the palette. Rearrange bookmarks in the palette by clicking and dragging them anywhere in the list, or choose Sort Bookmarks from the palette menu. Double-click a bookmark in the palette to go to the link. To rename a bookmark, click once and wait for the data field to appear, or choose Rename Bookmark from the palette fly-out menu. To delete a bookmark, select it, then click the trash icon at the bottom of the palette. 


 


Bookmark Bookmarks are displayed

vertically in the palette. Double-click to go to the link. To rename, singleclick and wait for the data field to appear. To select multiple bookmarks at once, hold down the Command/Ctrl key and click. To select a list, press the Shift key and click the first and last items.

 Nested bookmark Bookmarks can be grouped or “nested” within the palette.  Palette menu Click to access palette options the Sort Bookmarks option.  Create New Bookmark To create a new bookmark, select an object and click this button (or

double-click a page icon in the Pages palette).  Delete Selected Bookmarks Select a bookmark from the palette and click the trash icon to

delete it. You can also delete a bookmark by dragging it directly over the trashcan.

Hyperlinks Palette Using the Hyperlinks palette, you can add interactive web and e-mail links to your InDesign documents and exported PDFs. To create a basic URL link, highlight the URL from the document with the Type tool and choose New Hyperlink From URL from the Hyperlinks palette menu. 66

Interactive Palettes

(continued)

Related Tasks

To create all other types of hyperlinks, select a graphic or text item and click the Create New Hyperlink button at the bottom of the palette. When the dialog appears, choose a

17.2

Embedding PDF Hyperlinks

17.3

Embedding Movies and Sound in PDFs

name, destination document and type, and appearance setting. 

   

played vertically in the palette. Double-click to open the options dialog. To select multiple hyperlinks at a time, hold down the Command/Ctrl key and click. To select a list, press the Shift key and click the first and last items.

Shortcuts Show/hide all controls Mac and Win: Tab

PAGE BUILDING





Hyperlink Hyperlinks are dis-

WORKSPACE

4.8

Show/hide all controls except Toolbox and Control bar Mac and Win: Shift+Tab

 Palette menu Click to access

Button tool Mac and Win: B

 Go To Hyperlink Source Click this button to go directly to the hyperlink source in the document.  Go To Hyperlink Destination Click this button to go directly to the hyperlink destination. If the

TYPOGRAPHY

palette options. If your palette is filling up with lots of hyperlinks, you can change the palette view to Small Palette Rows and also sort hyperlinks from this menu.

link is to a URL, clicking this button opens the web page in your default browser.  Create New Hyperlink Click this button to apply a new hyperlink to a selected graphic or text item.  Delete Selected Hyperlinks Select a hyperlink from the palette and click the trash icon to delete

it. You can also delete a hyperlink by clicking and dragging it directly over the trashcan. GRAPHICS

States Palette The States palette allows you to apply different rollover states to an existing graphic button. Placed graphics can be converted into buttons containing Up, Rollover, and Down states. You can then export a PDF of your document, containing rollover buttons that work the same way as they would in a web browser. You can apply preset or custom states to your buttons. Select a button and choose a preset from the menu; or to create a custom rollover, click the New State button at the bot-

COLOR

tom of the palette to create a Rollover state, and once more to create a Down state. By default, all newly created InDesign buttons contain an Up state.

OUTPUT

67

4.8 Related Tasks 2.7

Object Menu

2.10

Window Menu

3.18

Button Tool

5.17

Adobe PDF Presets

17.1

Embedding PDF Hyperlinks

17.3

Embedding Movies and Sound in PDFs

(continued)

With the button still selected, click a state in the palette to make a change to its appearance. You can switch out a placed graphic, edit text, and change the fill and stroke appearance of a button when creating custom states.
Name Click in the data field to type



in a name for the button.




 Appearance You can access preset



Exporting as Adobe PDF

17.2

Interactive Palettes



appearances from this menu, or choose Custom to create your own. 

 Palette menu Click to access palette

options. Some options are also accessible in the palette footer controls.

 

Shortcuts Show/hide all controls Mac and Win: Tab

 Enable/Disable Optional State In  

Exported PDF Check this box to enable the state in an exported PDF. Uncheck to disable.

 Rollover State When enabled, activates when the user rolls the mouse over the interactive button.  Down State When enabled, activates when user clicks the mouse on the interactive button.

Show/hide all controls except Toolbox and Control bar Mac and Win: Shift+Tab

 Number of States Displays the current number of states applied to a selected button.  Place Content Into Selected State Select Up, Rollover, or Down from the palette list and click

this button to place a new graphic for that state. Delete Content Of Selected State Select a state from the palette list and click this button to

Button tool Mac and Win: B

delete its contents.

Create New Optional State Click this button to add a new optional state to the rollover. Buttons

Tip

can have three states: Up, Rollover, or Down.  Delete Optional State And Its Content Click this button to delete an optional state and its con-

To quickly access Hyperlink commands, try using contextual menus (Windows: right-click, Mac: Control-click).

tents from the rollover.

Select a placed graphic and choose Object > Interactive > Convert To Button.

68

Click the New State Button to create the Rollover state. Then click the Place Content Into Selected State button, select the replacement graphic, and click OK.

Click the New State Button again to create the Down state. Then click the Place Content Into Selected State button, select the replacement graphic, and click OK.

Layers Palette Related Tasks

The Layers palette allows you to separate various objects in your layout by placing them on different layers. This makes it easy to place multiple versions of a design all in one document with very few pages involved. Just place the different design elements on their

2.10

Window Menu

8.16

Placing Objects on Layers

own layers and toggle them on or off. Now if only we could convince the Adobe program-

WORKSPACE

4.9

mers to add a Layer Comps palette like in Photoshop… Show/hide all controls Mac and Win: Tab






Show/hide all controls except Toolbox and Control bar Mac and Win: Shift+Tab

  

Tip


Toggle Visibility Click the eye icon to hide or show the items placed on a layer.  Toggle Lock (editable when blank) Click the icon to lock positioning of all items on a layer.

TYPOGRAPHY

Layers palette Mac and Win: F7

PAGE BUILDING

Shortcuts 

To lock an Item and also make it nonselectable (like in Adobe Illustrator), place it on its own layer and lock the layer.

 Layer Click the layer to make it active. Double-click to access layer options. Click and drag to

rearrange layer positioning. Option-click (Mac) or Alt-click (Windows) to select all objects on the layer.  Palette menu Click to access palette options. Some options are also accessible in the palette

GRAPHICS

footer controls and Layer Options dialog. You can condense the palette view by selecting Small Palette Rows from the menu.  Number Of Layers Displays the total number of layers in the document.  Create New Layer Click to add a new layer. (Note: New layers always appear at the top of the

Layers palette list.)  Delete Selected Layers Click to delete selected layers and their contents.

COLOR OUTPUT

69

4.10 Related Tasks 2.3

File Menu

2.10

Window Menu

12.1

Importing a Graphic Image

12.2

Setting Import Options

12.4

Object Layer Options and Placed PSDs

12.7

Updating Missing and Modified Links

12.8

Embedding and Unembedding Images

Links Palette

The Links palette displays a list of all placed items in the document. Similar to using the Picture Usage feature in QuarkXPress, you can use this palette to update modified links, relink missing items, and embed small graphics. You can also open a link to be edited in its native application (such as Photoshop or Illustrator).
Link Displays the filename of the placed

item. Selected links appear highlighted in the list. You can sort the list by Name, Page, or Status (choose the preferred display option from the palette menu). Double-click to access the Link Information dialog. Hold down the Option key (Mac) or the Alt key (Windows) as you doubleclick to select it in the document. Note that links hidden in an interactive button’s inactive state cannot be selected this way. Hold down the Command key (Mac) or the Ctrl key (Windows) as you doubleclick to select all links in the palette.

Shortcuts Show/hide all controls Mac and Win: Tab

 Page Number Displays the page number

where the link is placed in the document. Show/hide all controls except Toolbox and Control bar Mac and Win: Shift+Tab

 Palette menu Click to access palette

options. Some options are also accessible in the palette footer controls.  Relink Click to relink a missing graphic. When the dialog opens, locate the link on your drive and

click OK.

Links palette Mac: Shift+Cmd+D Win: Shift+Ctrl+D

 Go To Link Select a link from the palette list and click this button to go directly to the page it is

placed on in the document. Place Mac: Cmd+D Win: Ctrl+D

 Update Link Click to update a modified link. You can update multiple modified links at once by

selecting them all first and then clicking the Update button.  Edit Original Select a link from the palette list and click this button to open it in a native editing

Tip

or viewing application (such as Photoshop or Preview).  Missing Link Indicates that the link has been moved from its previous location on your system.

Using the Links palette, you can update all of your modified links at once by Shift-clicking the first and last items in the list and then clicking the Update Link action button located at the bottom (it’s the one that looks like a floppy disk).

Modified Link Indicates that the link has been edited outside of InDesign and must be updated.

70

Object & Layout Palettes Related Tasks

The Window > Object & Layout group of palettes provide several options for moving, aligning, transforming, combining, and viewing objects in a document.

Align Palette

2.7

Object Menu

2.10

Window Menu Control Bar

The Align palette lets you position and distribute selected objects in a document. Simply

3.10

Shape Tools

select two or more objects and click one of the preset buttons in the palette.

7.8

Modifying Paths and Frames


   


Align Objects Select two or more objects on a

page and click one of the Align preset buttons to automatically position them. From left to right: Align Left Edges, Align Horizontal Centers, Align Right Edges, Align Top Edges, Align Vertical Centers, Align Bottom Edges.

Shortcuts

PAGE BUILDING

3.2

WORKSPACE

4.11

Show/hide all controls Mac and Win: Tab

Some options are also accessible in the Control bar.

 Distribute Objects Check the Use Spacing check box and enter a value in the data field. Select

two or more objects on a page and click one of the Distribute preset buttons to automatically position them accordingly. From left to right: Distribute Top Edges, Distribute Vertical Centers, Distribute Bottom Edges, Distribute Left Edges, Distribute Horizontal Centers, Distribute Right Edges

Align palette Mac and Win: Shift+F7

TYPOGRAPHY

Show/hide all controls except Toolbox and Control bar Mac and Win: Shift+Tab

 Palette menu Click to access palette options.

Transform palette Mac and Win: F9

 Use Spacing For Distribute Objects Check the box to apply spacing to the palette’s uniform dis-

tribution presets. Enter a specific spacing amount in the neighboring data field.  Distribute Spacing Check the Use Spacing check box and enter a value in the data field. Select GRAPHICS

two or more objects on a page and click one of the Distribute Spacing preset buttons to position them accordingly. From left to right: Distribute Vertical Space, Distribute Horizontal Space.  Use Spacing For Distribute Spacing Check the box to apply spacing to the palette’s uniform dis-

tribution spacing presets. Enter a specific spacing amount in the neighboring data field.

COLOR OUTPUT

71

4.11

Object & Layout Palettes

(continued)

Related Tasks

Navigator Palette

8.1

Moving Objects

The Navigator palette provides another way to zoom in and out of your documents. Posi-

8.2

Resizing Objects

tion the red outline in the palette over the area you’d like to zoom in/out of, and then use

8.10

Duplicating Objects

the zoom slider or buttons to increase/decrease view magnification over the selected area.

8.11

Aligning Objects

12.6

Resizing Placed Images

You can also expand the palette to increase the size of the thumbnail. 

Shortcuts
Transform Again Mac: Opt+Cmd+3 Win: Alt+Ctrl+3


Thumbnail Displays a thumbnail



of the current spread, or all spreads in the document.

Transform Sequence Again Mac: Opt+Cmd+4 Win: Alt+Ctrl+4

 View Box Click to move the red 

Move Mac: Shift+Cmd+M Win: Shift+Ctrl+M







outline over the area you would like to view.

 Palette menu Click to Navigator Palette Options or to View All Spreads in the thumbnail.  Zoom Edit Box Displays the current view magnification percentage. Click in the data field to

enter a specific zoom amount.

Tip

 Zoom Out Click to zoom out of the area selected in the view box using default interval amounts. To change the outline color of the Navigator view box, choose Palette Options from the Navigator palette menu.

 Zoom Slider Drag left or right to adjust view magnification of the area selected in the view box.  Zoom In Click to zoom in on the area selected in the view box using default interval amounts.

Pathfinder Palette Similar to the Pathfinder palette in Adobe Illustrator, InDesign’s Pathfinder allows you to combine shapes quickly and easily. Select two or more shapes and then click one of the Pathfinder buttons to combine them in various ways. This can be especially useful when creating compound paths. Pathfinder Options CLICK

ACTION

Original shapes Add Subtract front from back Intersect Exclude Overlap Minus Back 72

RESULT

Object & Layout Palettes

(continued)

Related Tasks

You can also convert shapes using the Pathfinder palette. Select any shape, line, path, or even text frame, and click one of the Convert Shape buttons to change its appearance. Convert Shape also allows you to open, close, or reverse the direction of a path. Convert Shape Options ACTION

CLICK

ACTION

Converts shape to a rounded rectangle

Converts shape to a line

8.1

Moving Objects

Converts shape to a beveled rectangle

8.2

Resizing Objects

Converts shape to a vertical or horizontal line

8.3

Rotating Objects

8.4

Flipping Objects

Converts shape to an inverse rounded rectangle

Opens path

8.5

Shearing Objects

12.6

Converts shape to an ellipse

Closes path

Resizing Placed Images

Converts shape to a triangle

Reverses path

Shortcuts Transform palette Mac and Win: F9 Transform Again Mac: Opt+Cmd+3 Win: Alt+Ctrl+3 Transform Sequence Again Mac: Opt+Cmd+4 Win: Alt+Ctrl+4


Reference Point Allows you to choose

a default base point for transformation. Click one of the nine squares to set your preference. Your current position is indicated by a black square, available positions by white squares.

Move Mac: Shift+Cmd+M Win: Shift+Ctrl+M

GRAPHICS





TYPOGRAPHY



Shape Tools Modifying Paths and Frames

fields (also found in the Control bar), or choose a preset option from the palette menu.



Control Bar

3.10 7.8

the item(s) you want to transform and enter the appropriate settings in the various data




Window Menu

3.2

Converts shape to a polygon

The Transform palette allows you to rotate, flip, skew, scale, and distort objects. Select



2.10

Converts shape to a rectangle

Transform Palette



Object Menu

PAGE BUILDING

CLICK

2.7

WORKSPACE

4.11

Show/hide all controls Mac and Win: Tab

 X and Y Locations Displays the

numerical X- and Y-axis positions for the selected reference point.  Width and Height Displays the exact

width and height measurement for any currently selected object, or any object as it is created with a specific tool.

Align palette Mac and Win: Shift+F7

 Palette menu Click to access palette options. Choose from default rotation and flip options, as

well as more specific on/off transform settings such as Scale Strokes.

COLOR

Show/hide all controls except Toolbox and Control bar Mac and Win: Shift+Tab

Tip

 Constrain Proportions For Scaling Activates or deactivates the constrain proportions feature  Scale X/Scale Y Percentage Display the horizontal and vertical percentage for any object you scale.  Rotation or Shear X Angle Display the degree of angle for any object you rotate or shear.

73

OUTPUT

You can quickly close an open path by first selecting it and then clicking the Close Path button located under Convert Shapes in the Pathfinder palette.

when scaling objects. A broken chain link icon indicates that the control is off.

4.12 Related Tasks

Object Styles Palette

The object styles in InDesign are similar to the graphic styles in Adobe Illustrator. The idea here is to save your favorite combination of characteristics, such as stroke, fill, feather, drop

2.4

Edit Menu

2.7

Object Menu

2.10

Window Menu

also create, save, and apply object styles to text frames. (You can also apply styles from

3.15

Eyedropper Tool

the Control bar Object Style menu or by using Quick Apply.)

3.22

Other Toolbox Functions

4.5

Color Palette

4.16

Stroke Palette

4.17

Swatches Palette

7.10

Filling with Solid and Transparent Colors

7.11

Filling with Gradients

7.19

Applying Corner Effects

11.5

Creating and Applying Object Styles

shadow, and corner effect, and apply them to various objects again and again. You can

  


  




None Applied Click to

remove all object styles from a selected item or items.  Basic Text Frame



Shortcuts

Defaults Double-click to open the Object Style Options dialog and choose your preferred Basic Text Frame settings. Apply these settings to newly drawn text frames by clicking the Basic Text Frame style in the Object Styles palette.

Show/hide all controls Mac and Win: Tab

 Basic Graphics Frame Defaults Double-click to open the Object Style Options dialog and choose

Show/hide all controls except Toolbox and Control bar Mac and Win: Shift+Tab

 Object Style Click the object style name to apply to a selected object or objects.

your preferred Basic Graphics Frame settings. Apply these settings to newly drawn graphics frames by clicking the Basic Graphics Frame Style in the Object Styles palette.

 Palette menu Click to access the palette options, some of which are also accessible in the palette

footer controls.  Style Cannot Be Removed Or Edited Indicates that the currently selected object style cannot be

Quick Apply Mac: Cmd+Return Win: Ctrl+Enter

edited in the Object Style Options dialog.  Style Applied To New Text Frames Indicates that the object style containing this icon is the cur-

rent text frame default. Click and drag the icon to a new style to change the default. Object Styles palette Mac: Cmd+F7 Win: Ctrl+F7

 Style Applied To New Graphic Objects Indicates that the object style containing this icon is the

current graphics frame default. Click and drag the icon to a new style to change the default. Clear Attributes Not Defined By Style Click to remove any added attributes that are not part of

Eyedropper tool Mac and Win: I

the applied object style.

Clear Overrides Click to clear any overridden object style changes made to a selected frame.

Tip

 Create New Style Click to create a new object style. Clicking this button with nothing selected

creates a new style based on the last one selected in the palette or in the Control bar Object Style menu. Clicking this button with an object selected adopts all object style properties applied to it and applies them to the new style.

You can copy and paste object styles using the Eyedropper tool.

Delete Selected Style Click to delete a selected object style (or styles) from the palette list.

74

Output Palettes Related Tasks

The Window > Output palettes can assist you in troubleshooting any potential printing and exporting problems you might encounter with your InDesign documents. Being able to preview your color separations and flattened transparencies on screen is certainly not a bad thing; neither is the ability to create and save custom trap presets. We’re talking about

2.9

View Menu

2.10

Window Menu

4.16

Stroke Palette

WORKSPACE

4.13

virtual prepress Nirvana here. (No, not the alternative grunge-rock band. I’m referring to Shortcuts

Flattener Preview Palette

Show/hide all controls Mac and Win: Tab

The Flattener Preview palette allows you to highlight areas in a document that are affected

PAGE BUILDING

the state of enlightenment… oh, never mind!)

Show/hide all controls except Toolbox and Control bar Mac and Win: Shift+Tab

by transparency flattening during output and also apply the proper flattener preset. Translation: The blend mode you used on that type may not print right. Use this palette to avoid problems when printing. You can apply different transparency flattener presets to all transparent items in your

Tip

Medium, or High presets, or select a saved custom preset. You can create, save, and apply the Flattener Preview palette menu. InDesign Help also contains a thorough list of output guidelines that you can refer to when creating or editing flattener presets. Note: Use the Flattener Preview palette along with Overprint Preview (Mac: Opt+Shift+ Cmd+Y, Windows: Alt+Shift+Ctrl+Y) for accurate on-screen previewing of all transparencies, spot colors, blend modes, and overprints in a document. 
   

GRAPHICS

If the default transparency flattener presets aren’t working well enough with your inkjet or laser printer, you can create and save your own custom settings. To access the options dialog, choose Edit > Transparency Flattener Presets and click the New button.

your own custom presets in the Transparency Flattener Presets dialog accessible through

TYPOGRAPHY

document when printing or exporting to PDF, SVG, or EPS. Choose from default Low,




Highlight Choose from the default list of potential transparent items to highlight in the docu-

ment. Be sure to set the menu selection back to None when you’ve finished previewing. COLOR

 Palette menu Click to access the Transparency Flattener Presets dialog.  Auto Refresh Highlight Check this box to automatically update the highlighted preview when

changes to the document have been made.  Refresh Click this button to update the preview manually.  Preset Choose a transparency flattener preset from the menu.  Ignore Spread Overrides Checking Ignore Spread Overrides applies the selected preset to the

entire document, and ignores any overridden flattener presets applied to individual spreads. OUTPUT

 Apply Settings to Print Click to allow the chosen flattener setting to automatically appear in the

Print dialog. 75

4.13

Output Palettes

(continued)

Related Tasks

Separations Preview Palette

5.13

The Separations Preview palette allows you to preview CMYK process plates individually

Appearance of Black Preferences

5.16

Print Presets

16.1

Printing a Document

on screen, before outputting. You can use the separations preview to check rich black builds, total ink coverage (to make sure it does not exceed press limitations), and overprinting (including transparency and blends). You can also use it to preview transparent varnishes and coatings on screen as black. Click a single process plate in the palette (C, M, Y, or K) to preview that separation. By

Shortcuts

default, the individual separations appear on screen as black. However, you can change Separations palette Mac and Win: Shift+F6

the preview setting to reflect actual plate colors by disabling the Show Single Plates In Black option in the palette menu.

Overprint Preview Mac: Opt+Shift+Cmd+Y Win: Alt+Shift+Ctrl+Y




View Choose Separations or Ink






Limit from the menu. Choosing Separations allows you to preview CMYK process plates individually. Choosing Ink Limit allows you to enter an ink limit percentage (you should get this number from your printer) and displays any excessive ink coverage in red.

 



 Ink Limit Percentage Choose a number from the default list or enter a value in the data field.  Palette menu Click to access the Separations Preview options.  Toggle Visibility Click the eye icon to hide or show a color plate.  View All Colors Click to preview all four color plates together.  Color Separations Click a color plate to preview. To preview more than one plate at a time (but

not all), use the visibility toggles.

Hover your mouse over any area in the document to view the CMYK numerical build for a specific color. The percentage numbers appear next to each plate color, and change as you move your mouse around the document.

76

Output Palettes

(continued)

Trap Presets Palette

Related Tasks

The Trap Presets palette can assist you in creating, saving, loading, and applying trap pre-

16.1

Printing a Document

16.3

Creating and Assigning Trap Presets

sets. You can apply the default preset, no preset, or a custom preset to any or all the pages in a document. You can also load trap presets from other InDesign documents.

PAGE BUILDING

To assign a saved trap preset, the default trap preset, or no trap preset at all to the document or to a page range, click the desired option and select Assign Trap Preset from the palette menu. If a Trap Preset is not applied manually to a page range using the Trap Presets palette, InDesign uses the Default setting. 
 


No Trap Preset Click this option and

select Assign Trap Preset from the palette menu to remove any trap preset from the document or from a page range.

TYPOGRAPHY

 

WORKSPACE

4.13

 Default To edit the default settings,

double-click to access the Modify Trap Preset Options dialog. Make your changes and click OK to save.  Trap preset Double-click to edit in the Modify Trap Preset Options dialog.  Palette menu Click to access the palette options, some of which are also available in the footer

controls.  Create New Trap Preset Click to create a new trap preset. Double-click the new preset in the GRAPHICS

palette list to enter settings in the Modify Trap Preset Options dialog. Click OK when ready to save.  Delete Selected Preset Click to delete a selected trap preset (or presets) from the palette list.

COLOR OUTPUT

77

4.14 Related Tasks 2.10

Window Menu

4.2

Customizing Your Workspace

6.4

Opening PageMaker and QuarkXPress Documents

PageMaker Toolbar

The PageMaker toolbar used to be available only to InDesign users as part of the PageMaker Plug-in Pack. Luckily, it is now part of the InDesign interface and installs with the application. This handy little palette contains 31 different one-click controls that can save you several trips to the menu bar.








New Document Click to access the New Document dialog.

Shortcuts

 Open Document Click to access the Open A File dialog.

Show/hide all controls Mac and Win: Tab

 Save Click to apply the Save command.  Print Click to access the Print dialog.  Find/Change Click to access the Find/Change dialog.

Show/hide all controls except Toolbox and Control bar Mac and Win: Shift+Tab

 Check Spelling Click to access the Check Spelling dialog.  Character Palette Click to open or close the Character palette.  Increase/Decrease Font Size Click to increase/decrease the font size of text highlighted with the

Type tool in 2-point increments.

Tip

Palette toggles Click to open or close the Swatches, Paragraph, or Tabs palette. Double-click the tab on the far left of the PageMaker toolbar (where the close button is located) to minimize it.

Bulleted or Numbered Lists Click to apply a bulleted or numbered list to the text of a selected

frame. Select multiple text frames to apply a list format to all text items at once. Click again to undo. Option-click (Mac) or Alt-click (Windows) to access the Bullets And Numbering options dialog.  Decrease/Increase Left Indent Click to increase/decrease the left indent of a text frame in

0.5-inch increments.

78

PageMaker Toolbar

(continued)

Related Tasks



 





Insert/Remove Pages Click to access the Insert Pages or Remove Pages dialog.

Text Frame Options Click to access the Text Frame Options dialog.

Window Menu

4.2

Customizing Your Workspace

6.4

Opening PageMaker and QuarkXPress Documents

 Text Wrap Palette Click to open or close the Text Wrap palette.  Update Link Click to update a selected, modified link.  Place Click to open the Place dialog and place an item in a document.

Shortcuts

 Photoshop/Illustrator Click to launch Adobe Photoshop or Adobe Illustrator (application must

Show/hide all controls Mac and Win: Tab

already be installed on your system). If the program is already open, click to bring it to the front of your open applications.  Package for GoLive Click to package a web version of an InDesign document to be opened in  Export Adobe PDF Click to export a document as a PDF.  Zoom/View commands Click to zoom in or out of a document using default interval amounts, to

display the document at 100% view magnification in the document window, or to display the entire spread you are currently working on in the document window.

Tip

 Help Click to launch the Adobe Help Center.

TYPOGRAPHY

Show/hide all controls except Toolbox and Control bar Mac and Win: Shift+Tab

Adobe GoLive.

PAGE BUILDING

2.10

WORKSPACE

4.14

Double-click the tab on the far left of the PageMaker toolbar (where the close button is located) to minimize it. GRAPHICS COLOR OUTPUT

79

4.15 Related Tasks

Pages Palette

The Pages palette allows you to insert, manage, and delete both master and document pages. Like the Page Layout palette in QuarkXPress, the top portion of InDesign’s Pages

2.10

Window Menu

5.15

Document Presets

6.1

Starting a New Document

Click a thumbnail to target a page and double-click to display it in the document window.

6.2

Saving Document Presets

You can apply master pages by clicking and dragging master page thumbnails over docu-

Adding, Arranging, and Deleting Pages

master page by clicking and dragging a document thumbnail into the master pages por-

6.8

6.9

Creating Multipage Spreads and Master Pages

6.10

Targeting vs. Selecting Pages

palette displays any saved master spreads, and the bottom displays all document spreads (although, unlike XPress, this palette layout can be reversed in the Palette Options dialog).

ment page thumbnails in the palette. In addition, a document page can be converted to a tion of the palette.

Shortcuts Show/hide all controls Mac and Win: Tab Show/hide all controls except Toolbox and Control bar Mac and Win: Shift+Tab Pages palette Mac and Win: F12 Win: Alt+Shift+Ctrl+L


None Click and drag over a document thumbnail to apply the default None master style to a doc-

ument page. The None master cannot be edited.  Master Page Name Displays the assigned prefix and master page name. To edit, Option-click

(Mac) or Alt-click (Windows) to access the Master Options dialog.  Master Page icon Click and drag over a document thumbnail to apply the saved master page

style to a document page. With a document page targeted in the document portion of the palette, Option-click (Mac) or Alt-click (Windows) to apply the master page to the selection. You can also add document pages with a master style applied to them by clicking and dragging a master page/spread icon into the document page portion of the Pages palette. Double-click to edit the master page in the document window.  Palette menu Click to access palette options. Some of these options are also available in the

palette footer controls and under the Layout > Pages submenu.  Pages Palette divider Divides the master and document portions of the palette. Click and drag

up or down to reposition.

80

Pages Palette Related Tasks

6.12

Converting Document Pages to Master Pages

6.13

Applying Master Pages

6.14

Deleting Master Pages

6.15

Creating and Applying Parent/Child Master Pages

6.16

Overriding Master Page Items

6.17

Adding Page Numbers to Sections

 Document Page icons Click a thumbnail to target a page; double-click to display it in the docu-

ment window. To convert a document page into a master, click and drag the icon into the master pages portion of the palette. To target multiple pages or spreads at a time, hold down the Shift key as you click.

Shortcuts

TYPOGRAPHY

Creating Master Pages

PAGE BUILDING

6.11

WORKSPACE

4.15

New document Mac: Cmd+N Win: Ctrl+N

 Targeted Page/Spread Targeted pages or spreads always appear with a black highlight over the

page number in the Pages palette. Targeted pages or spreads are not always displayed in the document window, especially when hand scrolling through the document  Selected Spread Currently selected pages or spreads always appear with a highlighted page icon

(not page number) in the Pages palette.

Add page Mac: Shift+Cmd+P Win: Shift+Ctrl+P

Number Of Document Or Master Pages/Spreads Displays the total number of document or mas-

ter pages and spreads existing in the document. Master or document display reflects the portion of the palette you currently have a page selected from.

GRAPHICS

Document setup Mac: Opt+Cmd+P Win: Alt+Ctrl+P

Override all master page items Mac: Opt+Shift+Cmd+L

Create New Page Click to add a page immediately following the currently selected page in the

document. The new page inherits the master style applied to the previous page.  Delete Selected Pages Click to delete any selected pages or spreads and their contents from the

Tip

document. COLOR

You can copy master page spreads from one open InDesign document to another. Select the spreads you want to copy by clicking them in the Master Pages portion of the Pages palette, then drag them into another open document.

OUTPUT

81

4.16 Related Tasks 7.13

Stroking Text

7.15

Aligning Strokes

7.16

Applying Stroked Path Start and End Styles

7.17

The Stroke palette allows you to define a stroke style and apply it to a selected object or objects. You can also save your favorite custom stroke styles or load them from other

Stroking Frames, Shapes, and Paths

7.14

InDesign documents. 
 

Saving and Applying Custom Strokes

7.18

Applying Gap Color to Open Stroke Styles

11.5

Creating and Applying Object Styles

Stroke Palette



 

 


Weight Allows you to choose a specific stroke size to apply to a selected object or group of

objects. Select a default stroke weight from the menu or click in the data field to enter a value. A selected object’s stroke weight can also be adjusted in increments by clicking the up/down arrows located next to the data field.  Cap Style Click Butt, Round, or Projecting to define how the stroke ends of an open path or

Shortcuts

line appear.  Join Style Click Miter, Round, or Bevel to define how the corners of a stroke appear.

Stroke palette Mac and Win: F10

 Miter Limit This control is available only when using the Miter Join Style. This sets the distance

the corner of a stroke can extend before automatically applying a bevel. Click in the data field to enter a miter limit amount.

Object Styles palette Mac: Cmd+F7 Win: Ctrl+F7

 Palette menu Click to show/hide the palette options or to access the Stroke Styles dialog.  Align Stroke Click to align a stroke to the center of an object, the inside, or the outside.

Eyedropper tool Mac and Win: I

 Type Click the menu to choose from a list of stroke styles to apply to a selected object or group of

objects.

Tip

 Start Click the menu to choose from a list of stroke start styles.

To create and save your own stroke styles, click the palette menu button and choose Stroke Styles. When the dialog opens, click the New button to access the New Stroke Style options.

End Click the menu to choose from a list of stroke end styles.

Gap Color This control is available only when using an open stroke type. Click the menu to

choose from a list of available colors in the Swatches palette.  Gap Tint This control is available only when you apply Gap Color to an open stroke. Click the

arrow button to access the drop-down slider, or click in the data field to enter a tint percentage.

You can apply a gradient to a stroke style.

82

Swatches Palette Related Tasks

The Swatches palette acts as the central hub for applying and editing color when working in InDesign. You can easily drag and drop swatches from the Toolbox, Color palette, and Gradient palette into the Swatches palette for future use. You can store your favorite color and gradient swatches, load colors from other documents (InDesign, QuarkXPress,

3.17

Gradient Tool

3.22

Other Toolbox Functions

4.5

Color Palette

4.16

Stroke Palette

7.10

Filling with Solid and Transparent Colors

7.11

Filling with Gradients

7.12

Filling Text

7.13

Stroking Frames, Shapes, and Paths

7.14

Stroking Text

and PageMaker included), and add colors from various libraries.

Shortcuts

TYPOGRAPHY

Eyedropper Tool

PAGE BUILDING

3.15

WORKSPACE

4.17

Show/hide all controls Mac and Win: Tab


Fill/Stroke Displays either the default fill and stroke colors, or the colors of any currently

selected object in the document. Switch between fill and stroke controls by clicking either swatch. You can also swap applied fill and stroke colors by clicking the arrows located to the upper right of the swatch icons.

Swatches palette Mac and Win: F5

 Formatting Affects Container Click to apply a color to a selected frame.

GRAPHICS

Show/hide all controls except Toolbox and Control bar Mac and Win: Shift+Tab

Object Styles palette Mac: Cmd+F7 Win: Ctrl+F7

 Formatting Affects Text Click to apply a color to all editable text in a selected frame.  Tint Click the arrow button to access the drop-down slider, or click in the data field to enter a

Eyedropper tool Mac and Win: I

tint percentage to apply to a selected swatch.

Gradient tool Mac and Win: G

palette footer controls.  None Click to apply no color to a fill or stroke of a selected object or objects.

COLOR

 Palette menu Click to access the palette options. Some of these options are also available in the

Tip

 Paper Click to apply the chosen Paper color to the fill or stroke of a selected object or objects.

The default Paper color is 100% white but can be edited. You can create a twocolor spot job that prints like four-color process by taking advantage of Mixed Ink Groups.

 Black Click to apply a 100% black fill or stroke to a selected object or objects. Registration Click to allow the fill or stroke to appear on all color plates.

Selected Color Click to apply the saved color to a fill or stroke of a selected object or objects.

OUTPUT

Double-click to edit the swatch.

83

4.17

Swatches Palette

(continued)

Related Tasks 11.5

Creating and Applying Object Styles

14.4

Creating and Saving Mixed Ink Swatches and Groups

14.5

Accessing Colors Stored in Libraries

14.6

Converting Spot Colors to Process

14.7

Importing Colors from Other Documents

Shortcuts Show/hide all controls Mac and Win: Tab

 Color Cannot Be Edited Indicates that the currently selected color cannot be edited in the

Swatch Options dialog.

Show/hide all controls except Toolbox and Control bar Mac and Win: Shift+Tab

Prints On All Plates Indicates that the currently selected swatch appears on all color plates

when applied.

CMYK icon Indicates that the color mode of the currently selected swatch is set to CMYK.  Spot Color icon Indicates that the color type of the currently selected swatch is set to Spot.

Swatches palette Mac and Win: F5

 Process Color icon Indicates that the color type of the currently selected swatch is set to

Process.

Object Styles palette Mac: Cmd+F7 Win: Ctrl+F7

 RGB icon Indicates that the color mode of the currently selected swatch is set to RGB.  LAB icon Indicates that the color mode of the currently selected swatch is set to Lab.

Eyedropper tool Mac and Win: I

 Show All Swatches Click the button to show all swatches (Color and Gradient) in the palette.  Show Color Swatches Click the button to show only saved Color swatches in the palette.

Gradient tool Mac and Win: G

 Show Gradient Swatches Click the button to show only saved Gradient swatches in the palette.  New Swatch Click the button to duplicate the currently selected or last selected swatch in the

Tip

palette. Double-click the new swatch to edit.  Delete Swatch Click the button to delete a selected swatch or group of swatches from the

You can change the application default color swatch list by first closing all open documents, then adding or deleting colors in the Swatches palette.

palette.

84

Tags Palette Related Tasks

Okay, I know what you’re thinking. What the heck are tags, right? Tags provide a way to map objects in your InDesign document with elements in its XML structure. The Tags palette helps you create, manage, and apply tags to elements. So why would you want to do this? Well, because importing and exporting XML structures

Window Menu

9.5

Importing XML

15.6

Packaging for GoLive

17.1

Exporting as Adobe PDF

17.6

Exporting as XML

in InDesign allows you to set up document templates for a repeated workflow schedule (newsletters, databases, etc.). You can also use XML to apply a document’s structure to a web version of the layout.










Shortcuts

PAGE BUILDING

2.10

WORKSPACE

4.18

Show/hide all controls Mac and Win: Tab

  

TYPOGRAPHY

Show/hide all controls except Toolbox and Control bar Mac and Win: Shift+Tab Show Structure Mac: Opt+Cmd+1 Win: Alt+Ctrl+1

Tip


Add Tag Selecting an untagged text item with the Type tool activates the Add Tag radio button.

Click a tag from the palette to assign it. different tag from the palette to assign it.  Untag Click to remove a tag from a selected element in the structure view.  Palette menu Click to access the palette options. Some of these options are also available in the

GRAPHICS

You can apply structure tags to a document for PDF Export. This can greatly expand PDF usability and accessibility.

 Retag Selecting a tagged text item with the Type tool activates the Retag radio button. Click a

palette footer controls.  Tag Displays the tag name and its identifying color. Double-click to access the Tag Options dialog

and assign a new name and/or color.  Autotag Select an untagged text item with the Type tool and click the Autotag button for COLOR

InDesign to apply a related tag to the element.  New Tag Click the button to create a new tag. Double-click the new tag to edit.  Delete Tag Click to delete a selected tag or group of tags from the palette.

OUTPUT

85

4.19 Related Tasks 2.7

Object Menu

2.10

Window Menu

3.4

Direct Selection and Position Tools

3.5

Pen Tools

InDesign takes the concept of text wraps to a whole new level of creativity. The Text Wrap palette is your master control for creating, editing, and applying this popular effect. The various options available in this palette are so simple to use that they just beg for you to experiment and discover new and exciting ways to wrap text in a layout. 
   

12.11 Altering an Embedded Photoshop Path

selected object or objects.  Wrap Around Bounding Box Click to apply a

text wrap around the bounding box of a selected object (not the contents).





Placing and Editing Text Wraps


No Text Wrap Click to apply no text wrap to a





12.12 Creating a Clipping Path in InDesign 13.1

Text Wrap Palette

 Wrap Around Object Shape Click to apply

a text wrap evenly around the shape of an object.

 Jump Object Click to apply a wrap that “jumps” text over an object, resulting in text above and

below the offset, but not to the left or right.

Shortcuts

 Jump To Next Column Click to apply a wrap that “jumps” text to the next column, stopping the

text at the top of the offset.

Text Wrap palette Mac: Opt+Cmd+W Win: Alt+Ctrl+W

 Invert Click to create an “inside-out” wrap. This feature works well with the Object Shape wrap

option.  Palette menu Click to show/hide palette options.

Direct Selection tool Mac and Win: A

 Top/Bottom/Left/Right Offset Allows you to choose a specific offset amount to apply to a Pen tool Mac and Win: P

selected object or group of objects. Click in the data field to enter a value, or adjust the value in default increments by clicking the up/down arrows located next to the data field. Contour Options Type Only accessible when applying a text wrap to a clipping path on a placed

Tip

graphic. Choose one of the following: Bounding Box Applies a text wrap to the outer edge of the placed graphic (this includes all areas cropped by a graphic frame).

A graphic text wrap can be turned off when the layer containing it is hidden. Just place the graphic with the text wrap applied to it on its own layer, and then double-click the layer in the Layers palette. When the Layer Options dialog appears, check the Suppress Text Wrap When Layer Is Hidden box and click OK. You can then hide the layer to turn off the text wrap.

Detect Edges Applies a text wrap based on edges detected by any white areas in the placed graphic. Alpha Channel or Photoshop Path Applies a text wrap to a placed graphic that contains an embedded path or channel. Graphic Frame Applies a text wrap to the container. Same as Clipping Applies a text wrap to a clipping path that is created in InDesign.

Path Only accessible when applying a text wrap to a placed graphic containing embedded Photo-

shop paths or alpha channels. InDesign recognizes all saved paths and channels in the placed file. If the placed graphic contains more than one path or channel, you can choose which one to apply the text wrap to from the Path menu.  Include Inside Edges Only accessible when applying a text wrap to a placed graphic using Detect

Edges. Check this box to make areas inside a clipping path transparent.

86

Transparency Palette Related Tasks

With the Transparency palette, InDesign allows you to adjust opacity levels and apply blend modes to selected fills and strokes, placed graphics, and editable text. Applied transparency and blend modes affect the entire object (fill and stroke), as well as all frame contents

2.10

Window Menu Color Palette

4.6

Gradient Palette

to the fill and stroke of an object or to individual text characters or layers.

4.12

Object Styles Palette

4.16

Stroke Palette

7.10

Filling with Solid and Transparent Colors

14.9

Applying Blend Modes









Blend Mode Click to apply one of 16 blend modes to an object or object group.

PAGE BUILDING

4.5

(placed graphic or text). It is not possible to apply different transparency effects or values

WORKSPACE

4.20

 Opacity Click the arrow button to access the drop-down slider, or click in the data field to enter

Shortcuts

an opacity amount to apply to a selected object or object group.

Show/hide all controls Mac and Win: Tab

 Isolate Blending Check this box to allow items in a selected group with blend modes applied to

them to affect only objects in the group. Show/hide all controls except Toolbox and Control bar Mac and Win: Shift+Tab

 Knockout Group Check this box to allow transparent items in a selected group to block each

other out visually.

TYPOGRAPHY

 Palette menu Click to show/hide palette options.

Transparency palette Mac and Win: Shift+F10

InDesign flags any pages containing transparent items in the Pages palette by displaying a checkerboard pattern on the thumbnail icon.

GRAPHICS

Tip

VIEWING TAGS COLOR

You can choose to show/hide tag markers and tagged frames under the View > Structure submenu. A tagged frame is highlighted with its corresponding tag color as shown in the Tags palette. You can also locate tagged items by viewing the document structure. To reveal the structure, click the left/right arrows at the very bottom left corner of the document window or press Opt+Cmd+1 (Mac) or Alt+Ctrl+1 (Windows). Click an element from the structure and then choose Go To Item from the structure panel fly-out menu for

OUTPUT

InDesign to highlight the item in the document.

87

4.21 Related Tasks 2.10

Window Menu

3.2

Control Bar

3.6

Type Tools

5.2

Type Preferences

5.3

Advanced Type Preferences

Type and Tables Palettes

The Window > Type & Tables submenu contains nine palettes pertaining to text and table formatting in InDesign. Here you will find palettes for character and paragraph attributes and styles, as well as for glyphs, tabs, tables, and index settings. A Story palette for adjusting optical margin alignment is also available.

Character Palette With the Type tool selected, every control in the Character palette also appears in the Control bar; however, some users prefer to set attributes using the Character palette. For

Tip

many options, you can adjust the value by clicking the up/down arrows, choosing from the default menu, or entering a value in the data field

To apply a keyboard shortcut to a character style in the Character Style Options dialog, make sure your keyboard Num Lock is turned on. Then choose any combination of Shift, Option (Mac), Alt (Window), Ctrl (Windows), or Command (Mac) and a number from the numeric keypad. Letters and nonkeypad numbers are not applicable.





Palette menu Click to access

palette options. Some options are also available in the Control bar.

 

  

  

 Font and Style Display the type-

face and style of any currently selected text.  Font Size and Leading Display

(left) the type size and (right) leading amount for any currently selected text.

 Kerning and Tracking Display the (left) kerning amount and (right) tracking amount, in thou-

sandths of an em, for any currently selected text.  Vertical/Horizontal Scale Display the amount of (left) vertical and (right) horizontal scaling for

any currently selected text.  Baseline Shift and Skew Display (left) the amount of baseline shift and (right) degree of skew

for selected text.  Language Allows you to choose from several language dictionaries available in InDesign.

Character Styles Palette You can save and apply your favorite character attributes using the Character Styles palette. Select some text or click an insertion point with the Type tool to highlight any currently applied styles in the palette. If multiple styles are applied to selected text, the palette does not highlight anything.

88

Type and Tables Palettes

(continued)

Related Tasks

From the palette menu, you can also load character styles from other InDesign documents.
None Click to remove any character

style from a selected text item or items.  Character Style Click the character

 Palette menu Click to access the

palette options. Some options are also available in the palette footer controls.

Window Menu

3.6

Type Tools

5.2

Text Preferences

10.1

Kerning and Tracking

11.1

Creating and Applying Character Styles

11.6

Editing and Deleting Styles

11.7

Importing Styles

PAGE BUILDING

style name to apply it to a selected text item or items. You can also apply the style from the Control bar Character Style menu or by using Quick Apply. Double-click to edit in the Character Style Options dialog.

2.10

WORKSPACE

4.21

Shortcuts

 Create New Style Click to create a new character style. Clicking this button creates a new style Type tool Mac and Win: T Character palette Mac: Cmd+T Win: Ctrl+T

Glyphs Palette

TYPOGRAPHY

based on the style currently selected in the palette.  Delete Selected Styles Deletes the selected character style (or styles) from the palette list.

Certain fonts (such as OpenType fonts) contain extra characters that are easily accessible Character Styles palette Mac and Win: Shift+F11

in InDesign via the Glyphs palette. You can also create and save glyph sets to refer to again and again.

Type tool Mac and Win: T


Show Click to choose Glyphs palette

display options for a selected font in a document.




Index palette Mac and Win: Shift+F8

 Palette menu Click to access the glyph



set options.

Tip

 Glyph Displays various glyph characters 

 

GRAPHICS



available for a selected font. Doubleclick to replace any text characters highlighted with the Type tool or to add a glyph anywhere a text insertion point is placed with the Type cursor.

OpenType fonts often contain multiple glyphs for standard characters.

COLOR

 Font Displays the currently selected font. Click the arrow button to choose a different font from

the menu.  Style Displays the currently selected type style. Click the arrow button to choose a different style

from the menu.  Zoom In Click to make the glyph preview characters appear larger in the palette.  Zoom Out Click to make the glyph preview characters appear smaller in the palette.

OUTPUT

89

4.21

Type and Tables Palettes

(continued)

Related Tasks

Index Palette

5.3

The Index palette allows you to create, edit, and preview an index for a large document

Advanced Type Preferences

or book. You can preview the index in the palette using either Reference mode (dis-

10.14 Inserting Special Characters

plays all index entries) or Topic mode (displays only topics—not page numbers or cross-

18.6

references). Index entries are listed alphabetically when previewing in Reference mode.

Building an Index

Click the triangles to show/hide index subentries, page numbers, and cross references.  




   
Reference/Topic Click either radio button to specify the palette preview mode.  Book Check this box to include book index entries, cross references, and topics.  Palette menu Click to access the palette options. Some options are also found in the palette

footer controls.  Index Entry Entries are listed according to the chosen preview mode (Reference or Topic). Click

the triangles to view subentries, page numbers, and cross references. Double-click an entry to edit its properties.  Go To Selected Marker Click to display a selected index entry item in the document window.  Update Preview Click to refresh the index palette preview after changes have been made to the

document.  Generate Index Click to access the Generate Index dialog.  Create A New Index Entry Select an object in the document and click this button to create a new

page reference or cross-reference. Delete Selected Entry Click to delete a selected index entry.

90

Type and Tables Palettes

(continued)

Paragraph Palette

Related Tasks

Just as in the Character palette, every control in the Paragraph palette also appears in the

5.4

Composition Preferences

10.1

Kerning and Tracking

Control bar when the Type tool is selected. Again, some users prefer to use the Paragraph palette for setting attributes.



10.13 Setting Tabs

    

   

Tip


Palette menu Click to access palette options. Some options are also available in the Control bar.  Alignment/Justification Applies specific text alignment options to selected text frames: Align

Left, Align Center, Align Right, Justify With Last Line Aligned Left, Justify With Last Line Aligned Center, Justify With Last Line Aligned Right, Justify All Lines, Align Towards Spine, Align Away From Spine.

TYPOGRAPHY

As with master pages, you can create paragraph styles that have “parent-child” relationships. This means that you can base several paragraph styles on a master “parent” style. When you make a change to the master “parent” style, it then ripples down through all of its “children.”



PAGE BUILDING

10.11 Change/Apply Justification




WORKSPACE

4.21

 Left/Right Indent Display the amount of paragraph left indent and right indent for any currently

selected text. GRAPHICS

 First Line Left and Last Line Right Indent Display the amount of first line left indent and last line

right indent for any currently selected text.  Space Before/After Display the amount of added space above and below any currently selected

paragraph.  Drop Cap Number Of Lines and Characters Allow you to specify the number of lines an applied

drop cap will fall and the number of characters to apply a drop cap to.  Hyphenate Keeping this box checked allows all paragraphs in your document to hyphenate auto-

matically. To bypass this option, select any paragraphs you don’t want hyphenated and uncheck the box, or uncheck it before creating any text frames. COLOR

 Align To Baseline Grid Toggles this alignment on or off.

OUTPUT

91

4.21

Type and Tables Palettes

(continued)

Related Tasks

Paragraph Styles Palette

11.1

You can save and apply your favorite paragraph attributes using the Paragraph Styles

11.2

Creating and Applying Character Styles

palette. Select some text or click an insertion point with the Type Tool to highlight any currently applied styles in the palette. If multiple styles are applied to selected text, the

Creating and Applying Paragraph Styles

11.6

Editing and Deleting Styles

11.7

Importing Styles

palette does not highlight anything. From the palette menu, you can also load paragraph styles from other InDesign documents. 


Shortcuts Paragraph palette Mac: Opt+Cmd+T Win: Alt+Ctrl+T

 

  

Paragraph Styles palette Mac and Win: F11 Character palette Mac: Cmd+T Win: Ctrl+T Character Styles palette Mac and Win: Shift+F11


Paragraph Style Click the paragraph style name to apply it to a selected text item or items. You

can also apply the style from the Control bar’s Paragraph Style menu or by using Quick Apply. To edit, double-click the style name in the palette to access the Paragraph Style Options dialog.  Palette menu Click to access palette options. Some options are also available in the palette

footer controls.  Normal Click to apply the default Normal paragraph style to a selected text item or items. Double-

click to edit the Normal style.  Style Indicator Indicates when No Style or Mixed Styles is applied to selected text items in the

document.  Clear Overrides in Selection Click to clear any attributes applied to a paragraph style of a selected

text item or items and revert to the style’s last saved state.  Create New Style Click to create a new paragraph style. Clicking this button with nothing selected

creates a new style based on the last one chosen from the Paragraph Styles palette or Control bar’s Paragraph Style menu.  Delete Selected Styles Click to delete a selected paragraph style (or styles) from the palette list.

92

Type and Tables Palettes

(continued)

Related Tasks

The Story palette lets you adjust the optical margin alignment for selected text frames in a

10.13 Setting Tabs

document. Enabling this option helps display large amounts of body text in an easy-to-

11.2

Creating and Applying Paragraph Styles

13.5

Creating a New Table

read format by positioning punctuation marks (such as quotation marks) and other specific characters outside the column. Check the Optical Margin Alignment box to apply that alignment to selected text frames in the document. The second row (Align Based On Size) displays the amount of optical margin alignment for any currently selected text.

Shortcuts Table palette Mac and Win: Shift+F9

Table Palette

PAGE BUILDING

Story Palette

WORKSPACE

4.21

Tabs palette Mac: Shift+Cmd+T Win: Shift+Ctrl+T

The Table palette allows you to adjust an inserted table’s number of rows and columns, as well as its row and column height/width measurements. You can also adjust an individual

TYPOGRAPHY

table cell’s text alignment, justification, rotation, and inset. 




 


Number Of Rows Displays the num-

ber of rows for a currently selected table.  Number Of Columns Displays the



 

number of columns for a currently selected table.  Palette menu Click to access palette GRAPHICS

options. Some options are also available under the Table menu.  Row Height Displays the amount of

row height for a currently selected table. Choose At Least or Exactly from the menu to specify measurement application.  Column Width Displays the amount of column width for a currently selected table.  Cell Text Alignment/Justification Select a table cell (or cells) with the Type tool, then click a

COLOR

button to Align Top, Align Center, Align Bottom, or Justify Vertical.  Cell Text Rotation Select a table cell (or cells) with the Type tool, then click a button to rotate

by 0º, 90º, 180º, or 270º.  Top/Bottom/Left/Right Cell Inset Displays the amount of text inset for a currently selected

table cell.

OUTPUT

93

Type and Tables Palettes

4.21

(continued)

Related Tasks

Tabs Palette

13.6

Making Table Selections

You can set tabs and paragraph indents with the Tabs palette. To apply tabs and indents

13.7

Adding and Deleting Rows and Columns

to all of the text in a selected frame, you must first highlight all of the text with the Type tool. Tabs can also be saved as part of a paragraph style.

Tip






To change an inserted tab’s justification, select it in the Tabs palette and Option-click (Mac) or Alt-click (Windows).

 






Tab Justification Click to specify justification for inserted tabs. Choose Left, Center, Right, or

Align To Decimal.  X Location Displays the current x-axis coordinate for inserted tabs. To adjust, enter a specific

coordinate in the data field, or simply reposition the tab icon above the ruler.  Leader Displays the current leader character to be placed before an inserted tab’s x-location

(e.g., a period or bullet). Enter a new leader character by entering one in the data field.  Align On Displays the current character to align a specified character tab to. Enter a new

character by typing one in the data field.  Palette menu Click to either clear all tabs or repeat a selected tab.  Left Indent/First Line Left Indent Click and drag the top arrow to reposition the first line left

indent. Click and drag the bottom arrow to reposition the paragraph left indent.  Ruler Displays the chosen unit of measurement directly above a selected text frame. Click and

drag left or right to reposition within the Tabs palette.  Tab Click anywhere above the ruler to set a tab. Click and drag a tab left or right to reposition.

Click and drag off the palette to delete. Area Outside Of Text Frame All areas located outside a selected text frame are displayed as gray

in the palette.

Position Palette Above Text Frame Click the magnet icon to position the Tabs palette directly

above a selected text frame.

94

Book and Library Palettes Related Tasks

InDesign also features two other palettes that are not accessible under the Window menu. To open either of these palettes, you must first create a new book or library document

Saving Objects to a Library

InDesign book or library document.

18.1

Creating a New Book File

Book Palette

18.2

Synchronizing Book Chapters

The Book palette allows you to synchronize all of the documents that make up a book or

18.3

Page Numbering Across Book Documents

large document. You can choose a master document as the style source to apply to all the documents in the palette. You can also control auto page numbering across all documents

PAGE BUILDING

8.13

under File > New. The palettes automatically open once you create or open a saved

WORKSPACE

4.22

in the book, export the entire book to PDF, and print all the documents at once. Tip 




   

TYPOGRAPHY



Both the Book and Library palettes can be docked and sidetabbed.

GRAPHICS


Style Source Click the area next to a document’s name to select it as the master style source for

the book.  Document Name Displays the names of all documents included in the book. Double-click to open.  Page Range Displays the page numbers assigned to a document. COLOR

 Palette menu Click to access palette options.  Synchronize Styles And Swatches With The Style Source Click to synchronize all documents or

selected documents in the palette to the style source.  Save The Book Click to save the book document.  Print The Book Click to print all documents (or selected documents) in the book.  Add Documents Click to add a document to the book. Remove Documents Click to remove a selected document (or documents) from the book. OUTPUT

95

4.22

Book and Library Palettes

(continued)

Related Tasks

Library Palette

18.7

The Library palette displays all objects stored in a saved library. You can save and open as

Preflighting, Printing, and Exporting Books

many libraries as you like, which makes it possible to have more than one Library palette open at a time.

Shortcuts

A saved library can contain shapes, frames, text items, and even placed graphics to include in your layouts. Placed graphics appear as links when dragged into a document from a

Open Mac: Cmd+O Win: Ctrl+O

library, and editable text items require that all fonts be loaded on your system. You can add as many objects as you want to a library by simply dragging them into the

Save Mac: Cmd+S Win: Ctrl+S

palette. To change an object’s name, specify an object type, or add an item description,

Index palette Mac and Win: Shift+F8

also search for objects in the library by name, date added, object type, or description.

double-click the object in the library list to access the Item Information dialog. You can






  


Library Item Displays a thumbnail of the object stored in the library and its name. To apply the

object to your layout, click and drag it into the document. Double-click the object thumbnail to access the item’s information or to rename it.  Palette menu Click to access palette options.  Number Of Library Items Displays the current number of items available in the library.  Library Item Information Select an object from the palette and click here to access the Item

Information dialog.  Show Library Subset Click to search for an item in the library by name, creation date, object

type, or description.  New Library Item Select an object in the document and click here to add it to the list.  Delete Library Item Click to remove a selected object (or objects) from the library.

96

5

WORKSPACE

C H A P T E R

Preferences and Presets Even still, these options are worth exploring. Once you get to know them all, you’ll discover that some are major time-savers, while others are simply a matter of, well… preference! The Preferences dialog contains some of the most powerful options in InDesign. You can

PAGE BUILDING

INDESIGN IS ALL ABOUT options. In fact, it has so many options you might feel overwhelmed.

access the dialog under the InDesign menu (Mac) or the Edit menu (Windows). In the preferences listing on the left of the dialog are various options for screen display, measurement units, text handling, spell-check options, display performance, and much more. This chapter examines all the controls in each preference panel so that you can start applying them to your

To use the Preferences dialog, click one of the listings to open a specific panel and then choose your preferred settings. As soon as you click OK, your new settings are implemented.

TYPOGRAPHY

InDesign workflow.

Once you have your preferences set and start working in InDesign, you may grow frustrated with having to repeat some of the same tasks over and over again. Not to worry—to save time, you can save these tasks as presets. Learn to use presets correctly and you’ll never have to set up a print dialog to handle spreads more than once. 5.1

General Preferences

5.11 Story Editor Display Preferences

■

5.2

Type Preferences

■

5.3

Advanced Type Preferences

■

5.12 Display Performance Preferences

■

5.4

Composition Preferences

■

■

Units & Increments Preferences

5.13 Appearance of Black Preferences

5.5

■

5.14 File Handling Preferences

■

5.15 Document Presets

■

5.16 Print Presets

■

5.17 Adobe PDF Presets

■

5.18 Configure Plug-ins

■

5.19 Keyboard Shortcuts

■

5.6

Grids Preferences

■

5.7

Guides & Pasteboard Preferences

■

5.8

Dictionary Preferences

■

5.9

Spelling Preferences

■

5.10 Autocorrect Preferences

COLOR

■

GRAPHICS

■

OUTPUT

5.1 Related Tasks 1.4

Interface Objects

2.5

Layout Menu

3.1

Toolbox

4.15

Pages Palette

4.21

Type and Tables Palettes

6.17

Adding Page Numbers to Sections

General Preferences

The General Preferences panel is the first to display when you access the Preferences dialog from the menu. It contains options for displaying document page numbering, tooltips, and the Tools palette, as well as options for font downloading and embedding. It also contains a warning dialog reset button.

10.14 Inserting Special Characters

Shortcuts General Preferences Mac: Cmd+K Win: Ctrl+K Pages palette Mac and Win: F12 Show/hide all controls Mac and Win: Tab Show/hide all controls except Toolbox and Control bar Mac and Win: Shift+Tab


General Click to access the General Preferences panel.  Page Numbering View Choose either Section Numbering (defined in the Numbering & Section

Options dialog located under the Layout menu) or Absolute Numbering (consecutive numbering starting with the first page of the document).

Tip

 Tool Tips Choose Normal or Fast display speed, or turn off tooltip display by choosing None.

You can scroll through preferences in the dialog by using the up/down arrow keys.

 Floating Tools Palette Choose Double Column, Single Column, or Single Row Tools palette

display.  Font Downloading And Embedding Enter a number of glyph characters to trigger font subset-

ting when printing or exporting.  Reset All Warning Dialogs Click to allow all warning dialogs that have been turned off to reap-

pear. Note: Specific warning dialogs can be individually turned off by checking the box in the lower left, labeled “Do not display this dialog again.”

98

Type Preferences Related Tasks

The Type Preferences panel contains various options for working with type, editing text with drag and drop, and importing text as links. Also included is a preference for pasting

2.6

text and tables from other applications such as Microsoft Word or Excel.

WORKSPACE

5.2

Type Menu Type Tools

4.21

Type and Tables Palettes

9.3

Importing Text

Shortcuts Type tool Mac and Win: T

PAGE BUILDING

3.6

Scale tool Mac and Win: S

Tip


Type Click to access the Type Preferences panel.  Use Typographer’s Quotes Check this box to allow quotes to display as typographer’s quotation

marks (curled), as opposed to displaying as inch marks (straight).

GRAPHICS

When the option is enabled, you can use drag-and-drop text editing between frames, views, layout windows, and Story Editor windows and documents. You can also drag and drop text into the Find/Change dialog.

TYPOGRAPHY

Free Transform tool Mac and Win: E

 Automatically Use Correct Optical Size Check this box to allow InDesign to automatically use

the correct optical size when displaying multiple master fonts that contain a defined optical size axis. Enabling this option can improve the overall appearance of these types of multiple master fonts by matching the optical size axis to the point size of the text. When this option is disabled, InDesign uses the defined optical size axis, which may not display as well.  Triple Click To Select A Line Check this box to allow a triple mouse click with the Type tool to COLOR

select a whole line of text rather than the whole paragraph.  Adjust Text Attributes When Scaling Check this box to display the values shown in the Control

bar, Character, and Transform palettes a certain way when scaling text. Example: With this option enabled, if you scale 10-point text to triple its size, the Character palette and Control bar display at 30 points and the Transform palette displays at 100%. With this option disabled, if you scale 10-point text to triple its size, the Character palette and Control bar display at 10 points (30), and the Transform palette displays at 300%.  Apply Leading To Entire Paragraphs Check this box to allow leading values to apply to an entire

OUTPUT

paragraph rather than to text within a paragraph. Note: Unlike QuarkXPress, InDesign treats leading as a default character attribute. Therefore, when this option is disabled, you can apply more than one leading value within a paragraph.

99

5.2

Type Preferences

(continued)

Related Tasks 9.8

Editing Using the Story Editor

9.13

Font Overview

10.2

Scaling and Skewing Type

13.13 Importing Tables from Microsoft Word or Excel

Shortcuts Story Editor Mac: Cmd+Y Win: Ctrl+Y Links palette Mac: Shift+Cmd+D Win: Shift+Ctrl+D Paste Mac: Cmd+V Win: Ctrl+V

 Adjust Spacing Automatically When Cutting and Pasting Words Check this box to automatically

add or remove appropriate word spacing when cutting, pasting, deleting, or replacing text.  Font Preview Size Check this box to allow the Type > Font submenu to preview at the size you

choose. Choose Small, Medium, or Large. Drag And Drop Text Editing—Enable In Layout View/Story Editor Check either box to turn on

the drag-and- drop text edit feature in Layout View and/or the Story Editor. With this option enabled, you can copy/paste text by highlighting it with the Type tool and dragging it to another place in the story—no need to use key commands!

Create Links When Placing Text And Spreadsheet Files Check this box to allow placed text and

spreadsheet documents (e.g., Word and Excel files) to be treated as links.  When Pasting Text and Tables from Other Applications Click the All Information or Text Only

radio button when importing text and tables from other applications (e.g., Word and Excel files).

100

Advanced Type Preferences Related Tasks

The Advanced Type Preferences panel provides character settings for Superscript, Subscript, and Small Caps. It also contains an inline input option for Non-Latin text.

3.2

WORKSPACE

5.3

Control Bar

3.6

Type Tools

4.21

Type and Tables Palettes

Type tool Mac and Win: T

PAGE BUILDING

Shortcuts

Superscript Mac: Shift+Cmd+= Win: Shift+Ctrl+=

Small caps Mac: Shift+Cmd+H Win: Shift+Ctrl+H

TYPOGRAPHY

Subscript Mac: Opt+Shift+Cmd+= Win: Alt+Shift+Ctrl+=

Tip


Advanced Type Click to access the Advanced Type Preferences panel.  Superscript/subscript character settings Enter default size and position values to be used for

superscript and subscript type styles. Chosen percentages are applied based on current font size and leading.  Small cap character setting Enter a default percentage to be used for the small cap type style.

GRAPHICS

To open the Advanced Type Preferences dialog, Option-click (Mac) or Alt-click (Windows) on the Superscript, Subscript, or Small Caps control buttons in the Control bar.

The chosen setting is applied based on current font size.  Use Inline Input For Non-Latin Text Check this box to allow system input (if available), for

2-byte and 4-byte non-Latin characters.

COLOR OUTPUT

101

5.4 Related Tasks 3.2

Control Bar

3.6

Type Tools

4.21

Type and Tables Palettes

9.3

Importing Text

9.13

Font Overview

10.1

Kerning and Tracking

Composition Preferences

The Composition Preferences panel contains various highlight and text wrap options. InDesign places assigned colored boxes over the items you choose in the Highlight section. This is a great way to flag subtle items in a document, such as paragraph breaks and custom tracking and kerning, that you may want to adjust before outputting.

10.14 Inserting Special Characters 13.1

Placing and Editing Text Wraps

Shortcuts Type tool Mac and Win: T


Composition Click to access the Composition Preferences panel.

Text Wrap palette Mac: Opt+Cmd+W Win: Alt+Ctrl+W

 Highlight Keep Violations Check this box to place a yellow highlight over items that violate set-

tings in the Keep Options dialog. To access Keep Options press Opt+Cmd+K (Mac) or Alt+Ctrl+K (Windows).

Adjust kerning/ tracking of selected text Mac: Opt+Right/ Left Arrow Win: Alt+Right/ Left Arrow

 Highlight H&J Violations Check this box to place a yellow highlight over items that violate set-

tings chosen in the Hyphenation Settings and Justification dialogs (both accessible via the Paragraph palette menu). The darkest of three shades highlights the most serious violations.  Highlight Custom Tracking/Kerning Check this box to place a green highlight over items that

have been manually kerned or tracked.

Tip

 Highlight Substituted Fonts Check this box to place a pink highlight over any missing fonts. To allow a text frame to ignore a text wrap by bringing it to the front of the stacking order (as you would in QuarkXPress), turn on the Text Wrap Only Affects Text Beneath option in Composition Preferences.

 Highlight Substituted Glyphs Check this box to place a yellow highlight over any alternate

glyphs used in a document.  Text Wrap Justify Text Next To An Object Check this box to justify any text placed next to an

object that has a text wrap applied to it.  Text Wrap Skip By Leading Check this box to force any wrapped text to apply the next available

leading increment below a text-wrapped object, allowing the lines of text to line up evenly. Keeping this option off may cause lines of text to jump down below a wrapped object and not line up with neighboring columns or text frames. Text Wrap Only Affects Text Beneath Check this box to allow a text frame to ignore a text wrap

by bringing it to the front of the stacking order.

102

Units & Increments Preferences Related Tasks

The Units & Increment Preferences panel contains various options for ruler units, point/pica size, and keyboard increments. You can apply different measurement units to

Document Window

tional points per inch, and choose default increments for keyboard shortcuts.

3.2

Control Bar

3.6

Type Tools

4.21

Type and Tables Palettes

10.1

Kerning and Tracking

10.3

Adjusting Leading and Baseline Shift

PAGE BUILDING

1.3

the horizontal and vertical rulers, specify a ruler origin point, apply PostScript or tradi-

WORKSPACE

5.5

Shortcuts

Type tool Mac and Win: T

TYPOGRAPHY

Show/hide rulers Mac: Cmd+R Win: Ctrl+R

Adjust kerning/ tracking Mac: Opt+Right/Left Arrow Win: Alt+Right/Left Arrow


Units & Increments Click to access the Units & Increments Preferences panel.  Ruler units origin Choose an origin point for the document rulers: Spread, Page, or Spine.

Decrease type size Mac: Cmd+Shift+< Win: Ctrl+Shift+<

 Horizontal/vertical ruler units Choose preferred measurement units for horizontal and vertical

rulers. When choosing Custom, enter a point value in the respective data field to indicate where large tick marks should be placed.

GRAPHICS

Increase type size Mac: Cmd+Shift+> Win: Ctrl+Shift+>

Adjust leading Mac: Opt+Up/Down Arrow Win: Alt+Up/Down Arrow

 Points/Inch Choose whether to use PostScript points (72 points/inch), traditional printer points

(72.27 points/inch), or two other values: 72.23 and 72.3.  Cursor Key increment Enter a default distance amount to use when nudging selected objects  Size/Leading and Baseline Shift increments Enter a default value for increasing/decreasing text

size, leading, and baseline shift with keyboard shortcuts.  Kerning increment Enter a default value (in thousandths of an em) to use when manually kern-

COLOR

Adjust baseline shift Mac: Shift+Opt+Up/ Down Arrow Win: Shift+Alt+Up/ Down Arrow

with the arrow keys.

Tip

ing with keyboard shortcuts.

103

OUTPUT

To open the Units & Increments Preferences dialog, Option-click (Mac) or Alt-click (Windows) the Kerning control icon in the Control bar.

5.6 Related Tasks 6.20

Aligning to Baseline Grid

6.21

Snapping to Document Grid

Grids Preferences

The Grids Preferences panel provides options for both the baseline and document grids. The baseline grid displays a series of horizontal lines on the page that should reflect the chosen document leading amount. Alternatively, the document grid displays a series of both vertical and horizontal lines on the page, like transparent graph paper over your layout. You can use both grids as a visual guide to line up text columns and images. You can also snap objects to the grids whether they are visible or hidden.

Shortcuts Show/hide baseline grid Mac: Opt+Cmd+’ Win: Alt+Ctrl+’ Show/hide document grid Mac: Cmd+’ Win: Ctrl+’ Snap to document grid Mac: Shift+Cmd+’ Win: Shift+Ctrl+’

Tip You can also access the Grids In Back option through the contextual menu (Mac: Control-click; Windows: right-click).


Grids Click to access the Grids Preferences panel.  Color Choose a baseline grid display color. You can also choose Custom (located at the very

bottom of the menu list) to create, save, and apply a custom color.  Start Enter a value in the data field indicating the distance the first line of the baseline grid

should be placed relative to the top of the page or margin.  Relative To Choose Top Of Page or Top Of Margin for where the grid start measures from.  Increment Every Enter a value in the data field indicating the uniform distance to place between

grid lines. Generally, the default document leading amount should be entered here.  View Threshold Enter a value in the data field indicating the necessary view magnification

amount for the baseline grid to appear in the document window.  Color Choose a document grid display color. You can also choose Custom (located at the very

bottom of the menu list) to create, save, and apply a custom color.  Gridline Every Enter a value in the data field indicating the uniform distance to place between

horizontal and vertical document grid lines. Subdivisions Enter the number of subdivisions to set between each grid line. Enter 1 if you don’t

want to subdivide the grid.

Grids In Back Check this box to position the grids behind all objects on the page.

104

Guides & Pasteboard Preferences Related Tasks

The Guides & Pasteboard Preferences panel allows you to choose display colors for margin and column guides, bleed and slug areas, and the preview background. You can also

Document Window

6.1

Starting a New Document

6.18

Adjusting Ruler Guides

6.19

Adjusting Margin and Column Guides

PAGE BUILDING

1.3

specify a Snap To Zone distance and a minimum vertical offset amount for the Pasteboard.

WORKSPACE

5.7

Shortcuts Show/hide guides Mac: Cmd+; Win: Ctrl+;

Snap to guides Mac: Shift+Cmd+; Win: Shift+Ctrl+;

TYPOGRAPHY

Lock guides Mac: Opt+Cmd+; Win: Alt+Ctrl+;

Tip


Guides & Pasteboard Click to access the Guides & Pasteboard Preferences panel.  Color Choose display colors for margin and column guides, bleed and slug areas, and the preview

background. You can also choose Custom (located at the very bottom of each menu list) to create, save, and apply a custom color.  Guide Options Snap To Zone Enter a pixel amount in the data field to set as the default distance

for objects to snap to guides.

GRAPHICS

You can change the view threshold amount for guides via the contextual menu. To access the dialog, Control-click (Mac) or right-click (Windows) a selected guide and choose Ruler Guides from the menu.

 Guides In Back Check this box to position the guides behind all objects on the page.  Pasteboard Options—Minimum Vertical Offset Enter a value to set the distance from the top COLOR

or bottom of the page to the outer edge of the Pasteboard. Increase the number to heighten the Pasteboard; decrease to shorten.

OUTPUT

105

5.8 Related Tasks 3.2

Control Bar

4.21

Type and Tables Palettes

9.10

Check Spelling

Dictionary Preferences

The Dictionary Preferences panel allows you to choose, create, and load user dictionaries from anywhere on your system, and to apply hyphen and spelling exception lists in various ways. In addition, you can choose custom characters to use as double and single quotes.

Shortcuts Check spelling Mac: Cmd+I Win: Ctrl+I

Tip There are 28 languages to choose from in the built-in user dictionary.


Dictionary Click to access the Dictionary Preferences panel.  Language Choose a default language.  Available User Dictionaries Displays a list of available user dictionaries by system location. Click

to select.  Relink User Dictionary Click to relink a selected user dictionary (.udc file) to its current location

on your system.  New User Dictionary Click to create a new user dictionary. A second dialog will open, prompting

you to choose a name and system location for the new .udc file.  Add User Dictionary Click to load a user dictionary (.udc file) from anywhere on your system.  Remove User Dictionary Click to remove a selected user dictionary from the list.

106

Dictionary Preferences

(continued)

Related Tasks Editing the Dictionary

9.12

Using the Dictionary with Foreign Languages

Shortcuts Story Editor Mac: Cmd+Y Win: Ctrl+Y

PAGE BUILDING

9.11

WORKSPACE

5.8

Find/Change Mac: Cmd+F Win: Ctrl+F TYPOGRAPHY

 Hyphenation/Spelling The standard version of InDesign CS2 includes only “Proximity” diction-

aries. Alternate versions of InDesign and dictionary components created by companies other than Adobe may feature different languages and other hyphenation and spelling options to choose from. GRAPHICS

Double/Single Quotes Enter the characters you’d like to use as double and single quotes, or

choose a set from the menu lists.

Hyphenation Exceptions—Compose Using Choose a list of dictionary “exceptions” to use (i.e.,

words and hyphenation points added to the dictionary). Choose from the current user dictionary exceptions, the list stored in the document, or both.  Merge User Dictionary Into Document Check this box to apply the user dictionary list of

hyphenation and spelling exceptions to any document you open. Note: Enabling this option can cause problems when you’re working with multiple documents that come from various sources. We recommend you leave this option turned off. Recompose All Stories When Modified Check this box to recompose all stories (text frames) in COLOR

a document when the user dictionary or Compose Using option has been changed. This can be a lengthy process depending on how much text a document contains. Therefore, we recommend you turn this option off.

OUTPUT

107

5.9 Related Tasks 3.2

Control Bar

4.21

Type and Tables Palettes

9.10

Check Spelling

9.11

Editing the Dictionary

9.12

Using the Dictionary with Foreign Languages

Spelling Preferences

The Spelling Preferences panel contains options for locating misspelled words, repeated words, uncapitalized words, or uncapitalized sentences in a document. You can also enable the Dynamic Spelling feature, allowing InDesign to underline spell-check errors in assigned colors.

Shortcuts Check spelling Mac: Cmd+I Win: Ctrl+I Story Editor Mac: Cmd+Y Win: Ctrl+Y Find/Change Mac: Cmd+F Win: Ctrl+F


Spelling Click to access the Spelling Preferences panel.

Tip

 Find Check the corresponding boxes to allow the Spelling feature to locate misspelled words, You can add and remove words to and from a user dictionary under Edit > Spelling > Dictionary.

repeated words, uncapitalized words, or uncapitalized sentences.  Enable Dynamic Spelling Check this box to turn on the Dynamic Spelling feature. Enabling this

option allows InDesign to underline spell-check errors in assigned colors.  Underline Color Choose an underline color for dynamic spell-check items. You can also choose

Custom (located at the very bottom of each menu list) to create, save, and apply a custom color.

THE HIDDEN RESET BUTTON Let’s say you just got through setting up a bunch of new presets in the Print Presets dialog, and just before clicking OK to save them all, you realize you entered the wrong margin width for all of them. And some of the page sizes are wrong too. In this case it might be best to start all over. Rather than selecting them all and clicking the Delete button, hold down the Option key (Mac) or Alt key (Win) and notice the Cancel button change to read Reset. Keep holding down the Option or Alt key and click the Reset button to delete all the incorrect new presets and start over.There’s also a hidden Reset button in the New Document and Export Adobe PDF dialogs.

108

Autocorrect Preferences Related Tasks

When enabled, the Autocorrect feature can fix spell-check errors as you type. The Autocorrect Preferences panel not only lets you to turn on the feature, but it also allows you to indicate which words are to be corrected. Note that Autocorrect only fixes misspelled

Control Bar

4.21

Type and Tables Palettes

9.10

Check Spelling

9.11

Editing the Dictionary

9.12

Using the Dictionary with Foreign Languages

words that are included in the Autocorrect list.

PAGE BUILDING

3.2

WORKSPACE

5.10

Shortcuts Check spelling Mac: Cmd+I Win: Ctrl+I

Find/Change Mac: Cmd+F Win: Ctrl+F

TYPOGRAPHY

Story Editor Mac: Cmd+Y Win: Ctrl+Y

Tip


Autocorrect Click to access the Autocorrect Preferences panel.  Enable Autocorrect Check this box to turn on the Autocorrect feature.  Autocorrect Capitalization Errors Check this box to allow Autocorrect to fix capitalization errors

GRAPHICS

You cannot eliminate extra white spaces or tabs as you type them with Autocorrect, but you can eliminate existing ones using Find/Change.

as you type.  Language Choose a default language for Autocorrect to use.  Misspelled Word/Correction Displays a list of misspelled words for Autocorrect to identify and

fix as you type. You must add these words and their corrections to the preferences list before typing if you are going to rely on Autocorrect to fix them. COLOR

 Add Click to add a misspelled word and its correction to the Autocorrect list.  Remove Click to remove a misspelled word and its correction from the Autocorrect list.

OUTPUT

109

5.11 Related Tasks 3.2

Control Bar

3.6

Type Tools

4.21

Type and Tables Palettes

9.10

Check Spelling

9.11

Editing the Dictionary

9.12

Using the Dictionary with Foreign Languages

Story Editor Display Preferences

The Story Editor Display Preferences panel lets you specify various display options, including font, text size, line spacing, text/background color, and cursor type. You can also choose a preset “theme” display, such as Terminal (green text on a black background) or the more traditional Ink On Paper. InDesign also offers a choice of anti-aliasing options for Story Editor Display, including one that is optimized for LCD monitors.

Shortcuts Check spelling Mac: Cmd+I Win: Ctrl+I Story Editor Mac: Cmd+Y Win: Ctrl+Y Find/Change Mac: Cmd+F Win: Ctrl+F


Story Editor Display Click to access the Story Editor Display Preferences panel.

Tip

 Text Display Font Enter the font you’d like to use in the Story Editor, or choose from the menu.  Text Display Size Enter the type size to use, or choose a size from the menu.

You can turn Dynamic Spelling on or off via the contextual menu (Mac: Control-click; Windows: right-click) in both the Story Editor and the layout.

 Text Display Line Spacing Enter a preferred line spacing value, or choose one from the menu.  Text Display Color Choose a text display color. Unlike grids, guides, and dynamic spelling under-

lines, you cannot apply a custom color.  Text Display Background Choose a background color. You cannot apply a custom color.  Text Display Theme Choose a preset Story Editor theme. Available color combinations include

Ink On Paper, Amber Monochrome, Classic System, and Terminal. Applying a theme overrides any previously chosen Story Editor text display and background colors.  Text Display Preview Displays a preview of the chosen Story Editor font, text color, and back-

ground color, or theme. Font size and line spacing do not preview. Enable Anti-aliasing Check this box to smooth out text edges in the Story Editor display.

Anti-aliasing Type Choose an anti-aliasing option: Default, LCD Optimized, and Soft.  Cursor Options Click the radio button to choose Standard, Barbell, Thick, or Block cursor display. Blink Check this box to allow the chosen Story Editor cursor to blink.

110

Display Performance Preferences Related Tasks

The Display Performance Preferences panel allows you to choose a default view and adjust the parameters for each view setting. You can decide how you’d like to display

1.4

raster images, vector graphics, and transparencies in all of your documents.

WORKSPACE

5.12

Interface Objects View Menu

4.20

Transparency Palette

12.9

Object-Level Display Settings

Shortcuts

PAGE BUILDING

2.9

Fast display Mac: Shift+Cmd+0 Win: Shift+Ctrl+0

High Quality display Mac: Opt+Cmd+H Win: Alt+Ctrl+H

TYPOGRAPHY

Typical display Mac: Opt+Cmd+Z Win: Alt+Ctrl+Z

Tip


Display Performance Click to access the Display Performance Preferences panel.  Default View Choose High Quality, Typical, or Fast as the default view.  Preserve Object-Level Display Settings Check this box to save all document display settings

when closing and reopening. Note that saving high-quality display settings can slow down the reopening process.

GRAPHICS

In Display Performance Preferences, you can adjust the default View Settings for Typical Display to always preview vector graphics (such as placed Illustrator EPS or AI files) at high resolution.

 Adjust View Settings Choose the view setting you’d like to adjust (High Quality, Typical, or Fast).  Raster Images Click and drag the slider left or right to adjust the screen display of imported

bitmap images (such as TIFF, JPEG, and GIF). COLOR

 Vector Graphics Click and drag the slider left or right to adjust the screen display of imported

vector graphics (such as EPS, DCS, and PDF).  Transparency Click and drag the slider left or right to adjust the screen display of transparent items.  Enable Anti-aliasing Check this box to smooth out object edges. Greek Type Below Enter a point size to indicate when InDesign can display small, illegible text

as a gray bar.

Use Defaults Click to reset the default view settings.  Hand Tool Scrolling Click and drag the slider left or right to adjust how InDesign handles display OUTPUT

performance when scrolling with the Hand tool. Lower settings can mean faster scrolling.

111

5.13 Related Tasks 4.3

Attributes Palette

4.5

Color Palette

4.17

Swatches Palette

5.16

Print Presets

5.17

Adobe PDF Presets

15.3

Preflighting Colors and Inks

16.1

Printing a Document

Appearance of Black Preferences

The Appearance of Black Preferences panel allows you to choose how you’d like to view, print, and export blacks in a document. You can choose to view, print, and export blacks accurately (100% black) or as rich black (a CMYK build).

Shortcuts Print Mac: Cmd+P Win: Ctrl+P Preflight Mac: Opt+Shift+Cmd+F Win: Alt+Shift+Ctrl+F Export Mac: Cmd+E Win: Ctrl+E Swatches palette Mac and Win: F5


Appearance of Black Click to access the Appearance of Black Preferences panel.

Color palette Mac and Win: F6

 On Screen options Choose whether all blacks in the document should display accurately

(100% black) or as rich black (CMYK build).  Printing/Exporting options Choose whether all blacks in the document should print/export

Tip

accurately (100% black) or as rich black (CMYK build).  Example of 100K Black/Rich Black Display examples of 100K black and rich black.

Not sure what the Appearance of Black Preferences panel is all about? Try hovering your mouse over any of the option headings and refer to the description at the bottom of the dialog.

 Overprinting of [Black] Swatch at 100% Check this box to overprint any use of the default

[Black] swatch at 100%.  Description Displays a description for each available option in the Appearance of Black Prefer-

ences panel. Position the pointer over a heading to view the description.

112

File Handling Preferences Related Tasks

The File Handling Preferences panel allows you to choose a document recovery data location and enable Adobe Version Cue (if it’s installed on your system). There are also options for saving preview images with documents, and copy/pasting to and from the Clipboard.

2.3

File Menu

2.4

Edit Menu Save vs. Save As

8.10

Duplicating Objects

12.1

Importing a Graphic Image

Shortcuts

PAGE BUILDING

6.5

WORKSPACE

5.14

Save Mac: Cmd+S Win: Ctrl+S

Copy Mac: Cmd+C Win: Ctrl+C

TYPOGRAPHY

Save As Mac: Shift+Cmd+S Win: Shift+Ctrl+S

Paste Mac: Cmd+V Win: Ctrl+V

Tip You can turn the Always Save Preview Images With Documents option on or off in the Save As and Save A Copy dialogs as well as in File Handling Preferences panel.

 Document Recovery Data location Displays the current location for InDesign’s temporary data

files. To save disk space or improve system performance, you can choose a new location (e.g., a faster external drive), by clicking the Choose (Mac) or Browse (Windows) button.  Always Save Preview Images With Documents Check this box to allow a preview image to be

saved with a document file. Note that saved previews can slightly increase document file sizes and are also not very accessible.

GRAPHICS


File Handling Click to access the File Handling Preferences panel.

 Preview Size Choose a preferred image size to apply when Always Save Preview Images With

Documents is enabled (see above). COLOR

 Enable Version Cue Check this box to enable Adobe’s project management application. Version

Cue must already be installed on your system.  Prefer PDF When Pasting Keep this box unchecked to allow copied PDF data (such as editable

paths copied from Illustrator) to be pasted into InDesign.  Copy PDF To Clipboard Check this box to copy editable objects as PDF data (such as editable

paths created in InDesign).  Preserve PDF Data At Quit Check this box to preserve PDF data that has been copied to the

Clipboard even after quitting InDesign. OUTPUT

113

5.15 Related Tasks 2.3

File Menu

4.15

Pages Palette

6.1

Starting a New Document

6.9

Creating Multipage Spreads and Master Pages

Document Presets

If you wind up entering the same settings in the New Document dialog every time you start a new project, you should try saving them as a preset. Once you do, you can select the preset from the File > Document Presets submenu and then click OK in the New Document dialog. This way, you don’t have to stop to enter any settings. You can also save, load, and edit document presets, which makes it all that much easier when starting a new project. To access the Document Presets dialog, select File > Document Presets > Define.
Document Presets Displays a list of saved

Shortcuts

document presets. Click a preset name to select. Double-click to edit.

New document Mac: Cmd+N Win: Ctrl+N

 Document Preset Settings Displays a

summary of New Document dialog settings for the selected preset, including page information, margins and columns, and bleed and slug offsets.

Document setup Mac: Opt+Cmd+P Win: Alt+Ctrl+P

 New Click to access the New Document

New document based on last preset used Mac: Opt+Cmd+N Win: Alt+Ctrl+N

Preset dialog and choose your preferred settings. Click OK to save the preset and add it to the list.

Tip

 Edit Select a preset from the list and click the Edit button to adjust the settings in the Edit Docu-

ment Preset dialog. Click OK to save your changes and return to the Document Presets dialog. To bypass the New Document dialog, hold down the Shift key while selecting from the File > Document Presets submenu.

 Delete Select a preset from the list and click the Delete button to remove it. When the warning

dialog appears, click OK to commit (this action cannot be undone).  Load Click to access the Load Document Presets dialog. Locate a document presets file type

(.dcst) from your system and then click Open to load.  Save Click to access the Save Document Presets dialog. Choose a system location to save the

.dcst file to and then click Save.

114

Print Presets Related Tasks

It is a proven fact that having to set up a complicated print dialog every time you need to output a document can drive you nuts. To save your sanity, try using print presets. Select the preset from the File > Print Presets submenu and click Print when the Print dialog

File Menu

4.3

Attributes Palette

4.13

Output Palettes

16.1

Printing a Document

appears—without having to stop and enter any settings. Also, just as you can with document presets, you can save, load, and edit print presets. In fact, the Document and the Print Preset dialogs work in exactly the same way. To access the Print Presets dialog, select File > Print Presets > Define.

Shortcuts


Print Presets Displays a list of saved

print presets. Click a preset name to select. Double-click to edit.

Print Mac: Cmd+P Win: Ctrl+P

PAGE BUILDING

2.3

WORKSPACE

5.16

 Print Preset Settings Displays a sum-

mary of print dialog settings for the selected print preset, including setup, marks and bleed, output, graphics, and color management.

Tip

 New Click to access the New Print Preset

dialog and choose your preferred settings. Click OK to save the preset and add it to the list.

TYPOGRAPHY

To bypass the Print dialog, hold down the Shift key while selecting from the File > Print Presets submenu.

 Edit Select a preset from the list and click the Edit button to adjust the settings in the Edit Print

Preset dialog. Click OK to save your changes and return to the Print Presets dialog. GRAPHICS

 Delete Select a preset from the list and click the Delete button to remove it. When the warning

dialog appears, click OK to commit (this action cannot be undone).  Load Click to access the Load Print Presets dialog. Locate a print presets file type (.prst) from

your system and then click Open to load.  Save Click to access the Save Print Presets dialog. Choose a system location to save the .prst file

to and then click Save.

COLOR OUTPUT

115

5.17 Related Tasks 2.3

File Menu

4.13

Output Palettes

17.1

Exporting as Adobe PDF

Adobe PDF Presets

Adobe PDF Presets make it quick and easy to generate a PDF of your InDesign document. To export a high-quality, press-quality, PDF/X, or screen-optimized PDF, select the appropriate preset from the default list located under File > Adobe PDF Presets. You can create, save, and load your own PDF presets, and also share them with the other applications in the Adobe Creative Suite 2 via the Bridge application. To access the Adobe PDF Presets dialog, select File > Adobe PDF Presets > Define.

Shortcuts Export Mac: Cmd+E Win: Ctrl+E

Tip Ink Manager and Security settings are not included in saved PDF Export Presets.


PDF Presets Displays a list of default and saved Adobe PDF presets. Click a preset name to

select. Double-click a saved PDF preset name to edit. Default PDF presets appear in brackets (e.g., [High Quality Print]) and cannot be edited or deleted.  PDF Preset Description Displays a detailed description for the selected PDF preset, including its

functionality and accessibility.  PDF Preset Settings Summary Displays a summary of PDF export dialog settings for the selected

PDF preset, including General, Compression, Marks and Bleeds, Output, and Advanced.  Warnings Displays a list of potential problems that may occur when exporting using the selected

PDF preset.  New Click to access the New PDF Export Preset dialog and choose your preferred settings. Click

OK to save the preset and add it to the list.  Edit Select a preset from the list and click the Edit button to adjust the settings in the Edit PDF

Export Preset dialog. Click OK to save your changes and return to the Adobe PDF Presets dialog.  Delete Select a preset from the list and click the Delete button to remove it. When the warning

dialog appears, click OK to commit (this action cannot be undone).  Load Click to access the Load PDF Export Presets dialog. Locate a PDF Export presets file type

(.joboptions) from your system and then click Open to load. Save As Click to access the Save PDF Export Presets dialog. Choose a system location to save the

.joboptions file to and then click Save.

116

Configure Plug-ins Related Tasks

When you think about it, InDesign is really nothing more than a plug-in manager. Most of the application’s various functions are controlled by plug-ins. This means that you have the

2.2

InDesign Menu (Mac Only)

2.11

Help Menu

option to turn off any features you don’t use (or don’t like!). Doing so can reduce the amount of system memory InDesign consumes.

Shortcuts

menu (Windows)

Quit (Mac)/Exit (Win) Mac: Cmd+Q Win: Ctrl+Q

PAGE BUILDING

You can access the Configure Plug-ins dialog under the InDesign menu (Mac) or the Help

WORKSPACE

5.18

Tip

GRAPHICS


Plug-in Set Click to select a plug-in set from the menu.

TYPOGRAPHY

Always save your current plug-in set, just in case you need to refer back to it later.

 Required Plug-in icon Indicates that the plug-in is required and cannot be disabled.  Enabled Plug-in icon Indicates that the plug-in is currently installed and in use. Note: Default

plug-in sets cannot be modified.  Configure Plug-ins Display options Check the respective boxes for the plug-ins you would like

displayed in the dialog list. Options include Enabled, Disabled, Adobe, Third Party, Required, and Optional.  Duplicate Click to duplicate the currently selected plug-in set. A dialog will open prompting you

to rename the duplicate. Click OK to save and the duplicate set will then be added to the menu. COLOR

 Rename Click to rename the currently selected plug-in set. Enter a name in the dialog that

opens and click OK to save. The new set name will appear in the menu replacing the old one.  Delete Select a plug-in set from the menu and click the Delete button to remove it. When the

warning dialog appears, click OK to commit (this action cannot be undone).  Import Click to locate a plug-in set (.pset file) on your system and then click Open to import it. Export Click to export a copy of the currently selected plug-in set. Choose a system location to

save the .pset file to and then click Save.

Show Info Click a plug-in name to select it and then click the Show Info button to access the OUTPUT

Plug-in Information dialog.

117

5.19 Related Tasks 1.4

Interface Objects

2.4

Edit Menu

5.1

General Preferences

Keyboard Shortcuts

InDesign allows you to change any of the default keyboard shortcuts. You can also choose to apply and edit shortcuts from QuarkXPress 4 or PageMaker 7 (Mac and Windows) or QuarkXPress 3.3 (Mac only). Additionally, you can create and save your own custom keyboard shortcut sets by choosing Edit > Keyboard Shortcuts.
Keyboard Shortcut Set Choose a

set to use and/or edit.  New Set Click to create a new set

Shortcuts

based on one of the defaults. Enter a name for the set in the dialog that opens, and then click OK to add it to the shortcut list. You can then edit and save the shortcuts for the new set. When you’re ready, click OK to close the Keyboard Shortcuts dialog and start using them.

General Preferences Mac: Cmd+K Win: Ctrl+K

Tip To print out a list of keyboard shortcuts from a chosen set, click the Show Set button in the dialog to open the list in your default text edit application.

 Delete Set Click to delete the cur-

rently selected set. When the warning dialog appears, click Yes to commit (this action cannot be undone).  Save Click to save any changes

made to the currently selected set.

 Show Set Click the button to open a list of available commands with and without assigned short-

cuts for the currently selected set in your default text edit application.  Product Area Click to select a product area subgroup of commands to display in the window below.  Commands Displays a list of available commands to assign keyboard shortcuts to, or edit existing

ones. Click to select a command from the list and display its existing shortcut in the window below. Note that some of the commands may not yet have shortcuts assigned to them.  Current Shortcuts Displays a list of shortcuts assigned to a selected command. Note that a com-

mand can have more than one keyboard shortcut assigned to it. Click a shortcut to select it. Remove Click to remove a selected shortcut from its assigned command.

New Shortcut Enter a new keyboard shortcut into the data field. Any conflicting shortcuts will

appear directly below. Click the Assign button to remove the conflicting shortcut (if any) from its former command and apply it to the currently selected command.  Context Click to choose a preferred context for a new shortcut. The assigned context is what

appears before the key combination in the Current Shortcuts window (e.g., “Default” is the assigned context for the shortcut labeled Default: Cmd+Delete). Assigning a context allows you to use the same key combination for more than one shortcut. Options include Alerts/Dialogs, Default, Tables, XML Selection, and Text. Assign Click to assign a new shortcut to a selected command. 118

6

WORKSPACE

C H A P T E R

Creating and Managing Documents course in creating and managing documents—and not just InDesign documents either. That’s right. You can also open documents created in QuarkXPress and PageMaker.

PAGE BUILDING

NOW THAT YOU’RE COMFORTABLE with the InDesign CS2 workspace, it’s time for a crash

In this chapter, we’ll explore all aspects of document management, including how to create, save, open, and close your projects. In addition, we’ll explain how to save files for backward compatibility with previous versions of InDesign. We’ll also discuss the various ways of work-

6.1

Starting a New Document

■

6.11 Creating Master Pages

■

6.2

Saving Document Presets

■

6.12 Converting Document Pages to Master Pages

■

6.3

Opening InDesign Documents

■

6.13 Applying Master Pages

■

6.14 Deleting Master Pages

■

6.15 Creating and Applying Parent/Child Master Pages

6.4

Opening PageMaker and QuarkXPress Documents

■

6.5

Save vs. Save As

■

6.6

Saving Backward with INX Export

■

6.16 Overriding Master Page Items

■

6.7

Saving Files for Use with InCopy

■

6.17 Adding Page Numbers to Sections

■

6.8

Adding, Arranging, and Deleting Pages

■

6.18 Adjusting Ruler Guides

■ ■

6.9

Creating Multipage Spreads and Master Pages

6.19 Adjusting Margin and Column Guides

■

6.20 Aligning to Baseline Grid

■

6.10 Targeting vs. Selecting Pages

■

6.21 Snapping to Document Grid

COLOR

■

GRAPHICS

■

TYPOGRAPHY

ing with document pages, master pages, and the Pages palette.

OUTPUT

Starting a New Document

6.1 Related Tasks 2.3

File Menu

4.14

PageMaker Toolbar

4.15

Pages Palette

5.15

Document Presets

6.2

Saving Document Presets

6.8

6.9

Your first step when starting a new project is to create a new InDesign document. To get started, choose File > New > Document, or press Command+N (Mac) or Ctrl+N (Windows). When the New Document dialog opens, enter the preferred page settings and click OK.
Document Preset Choose




Creating Multipage Spreads and Master Pages Creating Master Pages

6.18

Adjusting Ruler Guides

6.19

Adjusting Margin and Column Guides



Adding, Arranging, and Deleting Pages

6.11

 







from a list of saved document presets. The menu automatically displays [Custom] when entering new settings in the dialog.  Number Of Pages Enter

the number of pages you’d like to include in the document.  Facing Pages Check this





box to allow document pages to face each other in “reader spreads” (when this is unchecked, Inside/ Outside values in the Margin section read Left/Right).

Shortcuts  Master Text Frame Check this box to place an automatic text frame on the A-Master page of the

New document Mac: Cmd+N Win: Ctrl+N

new document. All pages in the document automatically have the A-Master applied to them.  Page Size Choose a default page size from the list, or enter custom width and height settings in

Insert Pages dialog Mac: Opt-click Create New Page button Win: Alt-click Create New Page button

the corresponding data fields.  Orientation Click either Portrait (left) or Landscape (right) to apply your preference.  Number of columns Enter the preferred number of column guides to apply to the document.  Gutter Enter the preferred amount of gutter width to apply between column guides.

Add page Mac: Shift+Cmd+P Win: Shift+Ctrl+P

Margins Enter the preferred amount of spacing to apply to top, bottom, inside, and outside mar-

gin guides. Margin spacing is applied from the outer edge of the document in. Click the chain icon to link or unlink the data fields. A solid-chain icon indicates that all settings are made the same. A broken-chain icon indicates that you can apply separate settings to each data field.

Tip

Bleed And Slug Enter the preferred amount of spacing to apply to top, bottom, inside, and out-

The Master Text Frame option located in the InDesign New Document dialog is similar to the Automatic Text Box option found in the QuarkXPress New Project dialog.

side bleed and slug areas. Spacing is applied around the outer edges of the page. Click the chain icons to link or unlink the respective Bleed and Slug data fields. A solid-chain icon indicates that all settings are made the same. A broken-chain icon indicates that you can apply separate settings to each data field.  Save Preset Click to preserve your document settings as a preset. The new preset appears in all

document preset menus. Fewer/More Options Click to show or hide the Bleed And Slug settings at the bottom of the dialog.

120

Saving Document Presets Related Tasks

If you think you might want to use the settings you’ve entered in the New Document dialog more than once, you should save them as a document preset. Before clicking OK to

File Menu

5.15

Document Presets

in all document preset menus.

6.1

Starting a New Document

You can also save a preset at any time while working on a document by selecting File >

6.8

Adding, Arranging, and Deleting Pages

6.9

Creating Multipage Spreads and Master Pages

6.19

Adjusting Margin and Column Guides

the Save Preset dialog appears, enter a name for it and click OK. The new preset appears

Document Presets > Define. When the Document Presets dialog opens, click the New button to launch the New Document Preset dialog and enter your preferred settings. When you’re ready, click OK to add the preset to the menu list.

New document Mac: Cmd+N Win: Ctrl+N

TYPOGRAPHY

Shortcuts

PAGE BUILDING

2.3

close the dialog and start work on your new document, click the Save Preset button. When

WORKSPACE

6.2

Document Setup dialog Mac: Opt+Cmd+P Win: Alt+Ctrl+P

Tip GRAPHICS

You can also load and save document presets for use with other InDesign projects.

COLOR OUTPUT

121

6.3 Related Tasks 2.3

File Menu

4.14

PageMaker Toolbar

5.4

Composition Preferences

6.4

Opening PageMaker and QuarkXPress Documents

Opening InDesign Documents

To open an existing InDesign document or template, choose File > Open, or press Command+O (Mac) or Ctrl+O (Windows). When the dialog appears, browse to a compatible file on your system and click the Open button.

Open and Open As

Shortcuts Open Mac: Cmd+O Win: Ctrl+O Browse Mac: Opt+Cmd+O Win: Alt+Ctrl+O Export Mac: Cmd+E Win: Ctrl+E

At the bottom of the Open A File dialog, you’ll find three radio buttons: ■

With Open Normal—the default setting—InDesign opens the document in a new window.

■

Choosing Open Original allows you to open and edit documents that have been saved as InDesign templates.

■

122

Open Copy allows you to do just that—open a copy of the selected file.

Opening InDesign Documents

(continued)

Related Tasks

Both the Mac and Windows versions of InDesign CS2 can open documents created in

6.6

Saving Backward with INX Export

14.1

Using Color Settings

14.2

Color Managing Imported Graphics

InDesign 2 or CS. However, don’t panic if the Color Settings warning dialog appears. This doesn’t mean there is a problem opening your old files. InDesign CS2 contains enhanced color management features that can be synchronized with the other applications in the Adobe Creative Suite 2, such as Photoshop and Illustrator, via the Adobe Bridge application. Color Settings are enabled by default at application launch. Tips

If the InDesign 2 or CS document you’re trying to open does not contain a saved profile agement Policies option is enabled, these warning dialogs may appear. You can disable these warning dialogs and/or color management all together by selecting Edit > Color Settings and making the proper adjustments in the dialog.

Exporting an InDesign CS2 document using the INX interchange format makes it InDesign CS compatible.

TYPOGRAPHY

You can select and open multiple InDesign documents, books, and libraries as long as they are all located in the same folder on your drive.

that matches the applied Color Settings in CS2, and the Ask When Opening Color Man-

PAGE BUILDING

Opening InDesign 2 and CS Docs

WORKSPACE

6.3

GRAPHICS

When these warning dialogs appear, if you’re not sure how you want to color-manage the document (or if you even want to use color management at all), select the Leave As Is option and click OK. If you’ve already set up your Color Settings and you know that you want to apply them to the InDesign 2 or CS doc you’re opening, then select the Adjust Document To Match option and click OK. COLOR OUTPUT

123

6.4 Related Tasks 2.3

File Menu

4.14

PageMaker Toolbar

5.4

Composition Preferences

Opening PageMaker and QuarkXPress Documents

InDesign CS2 can open documents and templates created in QuarkXPress 3.3–4.1 (not Quark 5.x–6.x) and PageMaker 6.5x–7.x. Now, if it just so happens that most of the documents you need to convert are Quark 5 and 6 files, try saving them backward to Quark 4 first before opening them in InDesign CS2. It works!

Shortcuts (Left) The PageMaker 7.x document icon; (right) the QuarkXPress 4.x document icon

Open Mac: Cmd+O Win: Ctrl+O Save Mac: Cmd+S Win: Ctrl+S

Upon opening, InDesign converts these documents to an unsaved .indd format and does not overwrite the original Quark or PageMaker files. You can then save the new InDesign

Save As Mac: Shift+Cmd+S Win: Shift+Ctrl+S

version anywhere on your system. How well this works depends on the document you are trying to convert. More often than not, you’ll find that InDesign does a really good job of converting Quark and PageMaker

Tip

documents, but there is always something that changes. InDesign CS2 cannot open QuarkXPress book or library documents.

After a successful conversion, a Warnings dialog pops up displaying any problem items. Click the Save button if you’d like to refer to these items later; otherwise click Close. It is recommended that in addition to taking note of everything in this dialog, you should take a close look at the converted InDesign document and compare it to the original Quark or PageMaker file.

Once you make any necessary adjustments to the items that didn’t convert quite right, save the document as an InDesign file, and you’re good to go. It’s a heck of a lot easier than rebuilding pages from scratch, don’t you think?

124

Save vs. Save As Related Tasks

To save an InDesign document, choose File > Save, or press Command+S (Mac) or Ctrl+S (Windows). If you’re saving the document for the first time, the Save As dialog appears. Browse to where you’d like to save the file on your system and click the Save button. To

File Menu

4.14

PageMaker Toolbar

5.14

File Handling Preferences

update a previously saved document to include any changes or edits you’ve made, choose File > Save again, or press Command/Ctrl+S. To save an alternate version of an open document without saving over the original, choose File > Save As, or press Shift+Cmd+S (Mac) or Shift+Ctrl+S (Windows). Browse to where

Shortcuts

you’d like to save the file on your system and click Save.

Save Mac: Cmd+S Win: Ctrl+S

Another way to save an alternate version of an existing document without saving over the

PAGE BUILDING

2.3

WORKSPACE

6.5

original is to create a template to work from. To save a document as a template, choose Save As Mac: Shift+Cmd+S Win: Shift+Ctrl+S

File > Save As and then choose InDesign CS Template from the Format menu (Mac) or Save As Type menu (Windows).

GRAPHICS

If you accidentally choose Save instead of Save As and wind up saving over an important document, all is not lost—just don’t close the file! Press Command+Z (Mac) or Ctrl+Z (Windows) as many times as necessary until you’re back to the original (InDesign CS2 allows up to several hundred Undos and Redo’s, depending on the amount of RAM installed on your machine and the kinds of actions you have performed). Now choose Save As to preserve a copy of the original.

TYPOGRAPHY

Tip

COLOR

Clicking the Use Adobe Dialog button changes the interface of the dialog, allowing you to take advantage of Creative Suite 2 project management features available through Bridge and Version Cue.

OUTPUT

125

6.6 Related Tasks 2.3

File Menu

6.3

Opening InDesign Documents

6.5

Saving Backward with INX Export

When InDesign CS was first introduced, everyone was blown away by all the cool new features—and then we realized that the folks at Adobe forgot to include one really important one: the ability to save files “backward” for use with InDesign 2. Thankfully, they remembered to include it with CS2. You can now save CS2 files “backward” for use with InDesign CS via the INX export

Save vs. Save As

feature. Open the file you want to save backward, and then choose File > Export, or press Command+E (Mac) or Ctrl+E (Windows). When the Export dialog appears, browse to

Shortcuts

where you’d like to save the .inx file, and then choose InDesign Interchange from the

Export Mac: Cmd+E Win: Ctrl+E

Format menu (Mac) or Save As Type menu (Windows). You can then open the .inx file in InDesign CS. Keep in mind that when saving backward, the features added in CS2 are not be available in CS (object styles, anchored objects, etc).

Clicking the Use Adobe Dialog button changes the interface of the dialog, allowing you to take advantage of Creative Suite 2 project management features available through Bridge and Version Cue.

126

Saving Files for Use with InCopy Related Tasks

If your production team includes copy editors as well as designers, you may want to consider purchasing and implementing Adobe InCopy into your workflow. InCopy is designed to work hand in hand with InDesign, allowing both editors and designers to work on files

2.3

File Menu

2.4

Edit Menu

WORKSPACE

6.7

at the same time without getting their wires crossed. Shortcuts

With InCopy installed, several new interface items appear in InDesign CS2, including the

Export Mac: Cmd+E Win: Ctrl+E

palettes in both applications allow all users to manage editing duties for specific “stories” (text frames) and graphics in the publication. The Notes features allow users of both

Place Mac: Cmd+D Win: Ctrl+D

applications to communicate with each other right in the document itself—no more e-mails! Each InDesign and InCopy user in the production workflow must choose a user name and color, accessible in both applications under File > User. Once chosen, both applications apply this info so that users can identify each other when placing Notes.

PAGE BUILDING

Assignments and Notes palettes. A Notes menu and Notes tool also appear. The Assignments

Tip

Stories, layers, and graphics can be exported from InDesign under the Edit > InCopy submenu, and then assigned to specific InCopy users through the Assignments palette. Users can then check out (open) entire assignments or individual exported elements (layers, graphics, and stories) in InCopy for editing.

TYPOGRAPHY

Stories created in InCopy and saved in the INX interchange format or as an InCopy document can be placed into an InDesign CS2 document using the Place command.

GRAPHICS COLOR

Users in both applications must check assigned stories in and out using the Assignments palette in order to edit them. The palette acts as a content manager, displaying which stories and/or graphics in an assignment have or have not been edited so that both editors and designers can stay up to date.

OUTPUT

127

6.8 Related Tasks 2.5

Layout Menu

4.14

PageMaker Toolbar

Adding, Arranging, and Deleting Pages

InDesign CS2 offers several ways to add, arrange, and delete pages in a document.

Adding Pages There are three ways to add a single page after the page you currently

Shortcuts

have selected in a document: choose Layout > Pages > Add Page;

Insert Pages dialog Mac: Opt-click Create New Page button Win: Alt-click Create New Page button

press Shift+Cmd+P (Mac) or Shift+Ctrl+P (Windows); or click the Create New Page footer control located at the bottom of the Pages palette. By the same token, there are four ways you can access the Insert

Add page Mac: Shift+Cmd+P Win: Shift+Ctrl+P

Pages dialog and add single or multiple pages to a document: choose Layout > Pages > Insert Pages; click the Pages palette menu button and choose Insert Pages; Option-click (Mac) or Alt-click (Windows) the Create New Page footer control located at the bottom of the Pages palette; or click the Insert Pages control located in the PageMaker toolbar.

One of the quickest ways to add a single page is to click the Pages palette footer control.


Pages Enter the number of pages

you’d like to insert.




 Insert Choose where you’d like to



 

insert pages: before or after the page indicated in the neighboring data field, or at the start or end of the document.

 Page number Enter the page number indicating where you’d like to insert pages before or after.  Master Choose which master page style to apply to the inserted pages.

Arranging Pages You can move pages around in a document using either the Move Pages dialog or the Pages palette. To access the dialog, select Move Pages from the Layout > Pages submenu or from the Pages palette menu.
Move Pages Enter




the page number(s) currently assigned to the page(s) you’d like to move.

 Destination Choose where you’d like to move pages: before or after the page indicated in the

neighboring data field, or at the start or end of the document.  Page number Enter the page number indicating where you’d like to move pages before or after.

128

Adding, Arranging, and Deleting Pages (continued)

Related Tasks Pages Palette

6.1

Starting a New Document

Shortcuts Undo Mac: Cmd+Z Win: Ctrl+Z Pages palette Mac and Win: F12

PAGE BUILDING

To move a page from within the Pages palette, select it by clicking its icon in the palette, then drag it to another location in the thumbnail layout. The black arrows indicate where the page will be placed once you release the mouse button. You can also Command/Ctrl-click to select and move multiple pages, and Shift-click to select and move a series of pages.

4.15

WORKSPACE

6.8

Tips

You can delete pages from a document by choosing Layout > Pages > Delete Page(s) (or Delete Spread(s) if you have facing pages selected in the Pages palette). You can also access the Delete Page(s) command from the Pages palette menu. To delete pages with the Remove Pages dialog, click the Remove Pages control in the

If any of the selected pages contain objects, InDesign displays a warning dialog before deleting them. Click OK if you still want to delete, or Cancel if you think you may have selected the wrong pages. If you do accidentally delete the wrong pages, you can retrieve them with the Undo command (Mac: Command+Z, Windows: Ctrl+Z), as long as you don’t close the document first.

GRAPHICS

To bypass the “affected pages contain objects” warning dialog, hold down the Option key (Mac) or Alt key (Windows) as you delete.

PageMaker toolbar.

TYPOGRAPHY

You can click and drag pages and spreads from the Pages palette and place them into another open InDesign document.

Deleting Pages

COLOR

Probably the easiest way to delete pages is to select the ones you want to get rid of (by Shift-clicking their thumbnail icons in the Pages palette), then either clicking the trash icon at the bottom of the palette or dragging the selected pages to the trash.

OUTPUT

129

6.9 Related Tasks 4.15

Pages Palette

6.1

Starting a New Document

6.2

Saving Document Presets

6.8

6.11

Creating Multipage Spreads and Master Pages

With InDesign, you can create what is known as a “gatefold” spread. Gatefolds contain more than two adjoining pages and are commonly used for large brochure or ad designs that feature multiple folds. 1 Select a page (single-sided document), or a spread (facing pages document), and click the palette menu button. Choose

Adding, Arranging, and Deleting Pages

Keep Spread Together and notice the page number(s) for this page or spread appear in brackets in the Pages palette thumb-

Creating Master Pages

nail display. 2 In the Pages palette, click and drag a document or master page

Shortcuts

icon into the bracketed spread. Continue to add additional

Insert Pages dialog Mac: Opt-click Create New Page button Win: Alt-click Create New Page button

pages to the spread as needed.

Add page Mac: Shift+Cmd+P Win: Shift+Ctrl+P

To create a multipage master spread, select New Master from the Pages palette menu. Then enter the number of pages to include in the dialog (between 1 and 10) and click OK.

Pages palette Mac and Win: F12 Document Setup dialog Mac: Opt+Cmd+P Win: Alt+Ctrl+P

Tip To save a multipage document spread as a master page, click and drag the multipage spread icons into the master pages portion of the Pages palette.

Your new gatefold master appears in the master pages portion of the palette.

130

Targeting vs. Selecting Pages Related Tasks

In InDesign, you can target a page and also select one. I know, it sounds like the same thing, but they are actually two totally different actions.

1.3

The Document Window

2.5

Layout Menu

By default, a targeted page or spread is the one you are working on in the document window; however, if you hand-scroll to another page in the document, the original page you were working on remains targeted. So let’s say you’re working on page 6 and have a text

Pages Palette

6.13

Applying Master Pages

because you were zoomed in to 200%. You press Command/Ctrl+1 to view the page at 100%, and now you’re back on page 6! How the heck did that happen?

Shortcuts

You can target only one page or spread at a time; therefore, the page that you hand-

Select page number in Page box Mac: Cmd+J Win: Ctrl+J

scrolled to does not become targeted until you actually click somewhere on the page with any tool except the Hand or Zoom tools.

in your own documents (I do this all the time), refer to the Pages palette to identify which page or spread is actually the targeted one. It’s the one with the black highlight over the page number.

Go to previous/next spread Mac: Opt+Page Up/Page Down Win: Alt+Page Up/ Page Down

So what’s the difference between a targeted page and a selected page, and more importantly, why should you care? Well, a page is selected when its page icon (not its page number) appears highlighted in the Pages palette. You can select a page by clicking its icon in the palette, and then apply specific page editing commands to it (such as adjusting margins and columns, or moving the page), even when another page is targeted and centered in the document window.

Pages palette Mac and Win: F12

GRAPHICS

Go to first/last page Mac: Shift+Cmd+Page Up/Page Down Win: Shift+Ctrl+Page Up/Page Down

TYPOGRAPHY

Go back/forward to last viewed page Mac: Cmd+Page Up/Page Down Win: Ctrl+Page Up/Page Down

Don’t worry—there is a solution. If you’re addicted to hand-scrolling and tend to get lost

PAGE BUILDING

frame selected. Then you decide to hand-scroll to page 4, but can’t see the whole page

4.15

WORKSPACE

6.10

Tip

COLOR

To select a block of pages in the Pages palette, click the page icon for the first page in the series, then hold down the Shift key and click the last page in the series.

You can select and edit multiple pages by Command/Ctrl-clicking the page icons in the Pages palette. To target a selected page, double-click the page icon for it to appear centered in the document window. OUTPUT

131

6.11 Related Tasks 2.5

Layout Menu

4.15

Pages Palette

6.9

Creating Multipage Spreads and Master Pages

6.12

Converting Document Pages to Master Pages

6.13

Applying Master Pages

6.14

Deleting Master Pages

6.15

Creating and Applying Parent/Child Master Pages

Creating Master Pages

Creating a master page allows you to save a layout to apply to other pages in a document— eliminating the need for repetitive page formatting. Items that reoccur in a publication, such as page numbers and folios, are perfect candidates for a master page. One of the benefits to using master pages is that when they are applied to document pages throughout a document, all the master page items are placed in the same position simultaneously. What a relief not to have to place them all individually on each document page!

To create a master page, open the Pages palette menu and choose New Master. When the dialog opens, choose a prefix, name, and number of pages to apply. To base the new mas-

Shortcuts

ter on another master (creating a parent/child relationship), choose a master from the New Master dialog Mac: Cmd+Opt-click Create New Page button Win: Ctrl+Alt-click Create New Page button

Based On Master drop-down menu. Click OK for the master page to appear centered in the document window. You can then place the objects you’d like to appear on any page the master is applied to.

Duplicating Master Pages

Create new master page Mac: Cmd-click Create New Page button Win: Ctrl-click Create New Page button

To duplicate an existing master page, select it from the master pages portion of the Pages palette and then choose Pages > Duplicate Master Spread from the Layout menu or from the Pages palette menu. The duplicate

Apply master to selected page Mac: Opt-click Master Page Icon Win: Alt-click Master Page Icon

master automatically appears in the Pages palette with the word “copy” placed at the end of its name. To rename, change the prefix, add pages, or

Pages palette Mac and Win: F12

base the duplicate on an existing master, choose Master Options from the Pages

Tip

palette menu and enter the appropriate settings in the dialog.

You can place more than one group of threaded text frames on a master spread.

132

Converting Document Pages to Master Pages

Related Tasks

You created the perfect spread to use as the formatted layout for an entire publication. The only problem is—you forgot to create it on a master page!

Pages Palette

6.9

Creating Multipage Spreads and Master Pages

6.11

Creating Master Pages

6.13

Applying Master Pages

6.15

Creating and Applying Parent/Child Master Pages

No problem. To convert a document page into a master page, select it from the Pages palette and then choose Save As Master from the palette menu (see below left). The converted master automatically appears at the bottom of the master page list with the next available prefix (A, B, C, etc.) applied to its name. As if that isn’t easy enough, there’s an even easier way to convert a document page into a master page. Just select the page or spread in the document portion of the Pages palette and drag it into the master pages portion (see below right).

PAGE BUILDING

4.15

WORKSPACE

6.12

Shortcuts TYPOGRAPHY

Create master page Mac: Cmd-click Create New Page button Win: Ctrl-click Create New Page button Apply master to selected page Mac: Opt-click Master Win: Alt-click Master Pages palette Mac and Win: F12

You can convert a document page that has a master page applied to it into a master page. It automatically becomes a “child” to the “parent” master.

COLOR

If you have so many master pages applied in your multipage document that you’re not sure which items are master page items and which are not, choose Hide Master Items from the Pages palette menu.

GRAPHICS

Tips

OUTPUT

133

6.13 Related Tasks 2.5

Layout Menu

4.15

Pages Palette

6.9

Creating Multipage Spreads and Master Pages

6.11

Creating Master Pages

6.15

Creating and Applying Parent/Child Master Pages

6.16

Applying Master Pages

To apply a master page, select the document pages you want to apply a master to in the Pages palette. You can do so by Command/Ctrl-clicking page icons in the Pages palette, or Shift-clicking to select contiguous pages. Once the pages are selected, choose Apply Master To Pages from the Layout > Pages submenu or the Pages palette menu.

The page numbers automatically appear in the To Pages field of the dialog. If you choose not to select the pages first before opening the dialog, you can also enter the page numbers in the To Pages field, separated by commas. Click OK to apply the master.

Overriding Master Page Items

Shortcuts Create master page Mac: Cmd-click Create New Page button Win: Ctrl-click Create New Page button

Once the master page is applied, all items placed on it are also placed on the document page. To manipulate master page items in the document layout, you must override them by Cmd+Shift-clicking (Mac) or Ctrl+Shift-clicking (Windows) with one of the selection tools.

Apply master to selected page Mac: Opt-click Master Win: Alt-click Master

One other fast way to apply a master style to several pages at once is to select the pages in the Pages palette and Option/Alt-click the Master page icon.

Pages palette Mac and Win: F12

Tip You can open master pages through the menu found at the bottom of the document window. Click the down arrow located next to the page number data field and choose a master page from the bottom of the list.

You can also apply a master page by selecting it from the master pages portion of the Pages palette and dragging it over a document page icon—just like in QuarkXPress. By positioning the cursor over the page icons until a thick black line appears around the entire spread, you can apply the master style to all pages in the spread when you release the mouse button.

134

Deleting Master Pages Related Tasks

To delete a master page, select the master you want to delete from the master pages list in the Pages palette and choose Delete Master Spread from the Layout > Pages submenu

2.5

or the Pages palette menu. You can also delete a master page by selecting it from the master pages list in the Pages

Creating Multipage Spreads and Master Pages

6.11

Creating Master Pages

6.15

Creating and Applying Parent/Child Master Pages

6.16

Overriding Master Page Items

Create master page Mac: Cmd-click Create New Page button Win: Ctrl-click Create New Page button

TYPOGRAPHY

Shortcuts

PAGE BUILDING

Pages Palette

6.9

than dragging—select the master pages you want to delete and click the trash icon without having to drag the pages down.

Layout Menu

4.15

palette and dragging it over the trash icon footer control. Or—if you like clicking better

WORKSPACE

6.14

Apply master to selected page Mac: Opt-click Master Win: Alt-click Master

InDesign displays a warning dialog if the master page you are deleting is applied to a page in the document. Click OK if you’re sure you still want to delete the master. Upon deleting, all of the page items that were placed on the master no longer appear in the document.

GRAPHICS

Pages palette Mac and Win: F12

Tip

COLOR

To bypass the “selected Master is applied to a page” warning dialog, hold down the Option key (Mac) or Alt key (Windows) as you delete.

OUTPUT

135

6.15 Related Tasks 2.5

Layout Menu

4.15

Pages Palette

6.9

Creating Multipage Spreads and Master Pages

6.11

Creating Master Pages

6.16

Overriding Master Page Items

Creating and Applying Parent/Child Master Pages

InDesign allows you to create master pages that are based on another master page. When you do this, all shared master page items change dynamically when the “parent” master is edited. Just as with document pages, all parent master page items applied to child masters cannot be edited unless overridden. To create a new master that is based on an existing “parent” master, click the menu button on the Pages palette and choose New Master. When the dialog opens, choose a prefix, name, number of pages, and a parent mas-

Shortcuts

ter to base the new child master on from the menu. Click OK Create master page Mac: Cmd-click Create New Page button Win: Ctrl-click Create New Page button

for the child master page to appear centered in the document window. It’s easy to identify parent/child masters in the Pages palette;

Apply master to selected page Mac: Opt-click Master Win: Alt-click Master

the child master page icons always display the prefix letter of the parent master. You can also create parent/child masters by selecting the

Pages palette Mac and Win: F12

master page icon of a chosen parent and dragging it over the page icon of a chosen child. This applies all parent

Tip

master page items to the child master.

You can also Optionclick (Mac) or Alt-click (Windows) the master you want to base another selected master on. This applies all parent master page items to the child master.

136

Overriding Master Page Items Related Tasks

Master page items that have been applied to a document page cannot be edited unless overridden. To override, press Command+Shift (Mac) or Ctrl+Shift (Windows) and click

Pages Palette

6.9

Creating Multipage Spreads and Master Pages

it. Clicking the frame with a loaded place icon activates it.

6.11

Creating Master Pages

Also note that even though the master

6.12

Converting Document Pages to Master Pages

6.13

Applying Master Pages

do not affect the original item on the master page. Note that you do not need to override a master text or graphic frame to place content in

page item may be overridden on a document page, it is still linked to the item on the master page. For example, if

PAGE BUILDING

4.15

the item. This allows you to edit the item on the document page only. Any changes made

WORKSPACE

6.16

you were to change the fill color of a Shortcuts

master page item on a document than fill color that are made to the item on the master page are still applied. To unlink an overridden mas-

Create master page Mac: Cmd-click Create New Page button Win: Ctrl-click Create New Page button

ter page item from the original, select it on the document page and choose

TYPOGRAPHY

Override all master page items for selected spread Mac: Cmd+Opt+Shift+L Win: Ctrl+Alt+Shift+L

page by overriding it, any edits other

Detach Selection From Master from

By default, frame contents (text or graphics) are always detached from

Pages palette Mac and Win: F12

the master page when overridden.

GRAPHICS

Apply master to selected page Mac: Opt-click Master Win: Alt-click Master

the Pages palette menu.

To override all master page Tip

items for a selected page or spread, choose Override All Master Page Items from the Pages palette menu, or press Cmd+Opt+Shift+L (Mac) or Ctrl+Alt+Shift+L

COLOR

To detach all overridden objects on a document page, choose Detach All Objects From Master from the Pages palette menu.

(Windows). To undo any overrides made to selected master page items on a page or spread, choose Remove All Local Overrides from the OUTPUT

Pages palette menu. 137

6.17 Related Tasks

Adding Page Numbers to Sections

With InDesign, you can apply auto page numbering and also create more than one numbered section in a document.

2.5

Layout Menu

4.15

Pages Palette

When you insert the special Auto Page Number character on applied master pages, the

4.22

Book and Library Palettes

folios automatically number themselves. Learn to use this feature, and you’ll never have

5.1

General Preferences

18.3

Page Numbering Across Book Documents

to correct any page numbering when adding, deleting, and moving pages in a document. On your master page or spread, create a text frame where you’d like the page numbers to appear and then choose Type > Insert Special Character >

Shortcuts

Auto Page Number, or press Insert Auto Page Numbering character Mac: Opt+Shift+Cmd+N Win: Alt+Shift+Ctrl+N

Opt+Shift+Cmd+N (Mac) or Alt+Shift+Ctrl+N (Windows). Apply the master to your docu-

Pages palette Mac and Win: F12

ment and watch the pages number themselves. It’s like magic!

Tip

To start a new numbered sec-

An InDesign document can include more than one numbered section.

tion within a document, select a page in the Pages palette where you’d like it to start, and then choose Numbering & Section Options from the Layout menu or the Pages palette menu. Click the radio button for Start Page Numbering At, and enter a page number in the data field. Once applied, Auto Page Numbering characters recognize any changes made in the Numbering & Section Options dialog. Using this dialog, you can also apply a custom prefix, a numerical style (Arabic, Roman numeral, letters, etc.), or a section marker (section number, chapter name, etc.) to the page numbering scheme.

138

Adjusting Ruler Guides Related Tasks

Some designers find ruler guides extremely helpful when setting up page layouts and templates. You can use guides to line up page items evenly and snap them into place.

1.3

Guides are not printable—they are only available on screen. It is easy to move, lock, snap to, add, or delete guides, and you can even assign them different colors. You can click and drag a new guide out from the horizontal or vertical rulers and onto the

Layout Menu

5.7

Guides & Pasteboard Preferences

6.19

Adjusting Margin and Column Guides

To select multiple guides, Shift-click or marquee.

PAGE BUILDING

guide is placed, you can select it with either selection tool by hovering over it and clicking.

The Document Window

2.5

targeted page (or master page) at any time, no matter what tool you are using. Once the

WORKSPACE

6.18

Shortcuts Show/hide guides Mac: Cmd+; Win: Ctrl+;

Once selected, the arrow cursor and guide change color.

Lock guides Mac: Opt+Cmd+; Win: Alt+Ctrl+;

Click and drag to move the guides vertically or horizontally.

You can also choose to Hide/Show, Lock/Unlock, or Snap To guides under the View >

TYPOGRAPHY

Show/hide rulers Mac: Cmd+R Win: Ctrl+R

Snap to guides Mac: Shift+Cmd+; Win: Shift+Ctrl+;

Grids & Guides submenu, or in the context menu (Control-clicking/right-clicking anywhere on the Pasteboard). To access the Ruler Guides dialog, choose Layout > Ruler

Tip

GRAPHICS

Select all guides on a page or spread Mac: Opt+Cmd+G Win: Alt+Ctrl+G

Guides, or select a guide and choose it from the context menu.

Try assigning specific sets of ruler guides to their own layers for more control over their visibility. COLOR

Different colors can be applied to selected guides by accessing the Ruler Guides dialog and choosing an alternate color from the menu. You can also set a View Threshold amount in this dialog.

To delete guides, select the ones you want to remove and press Delete (Mac) or Backspace OUTPUT

(Windows).

139

6.19 Related Tasks

Adjusting Margin and Column Guides

You can set margin and column guides in the New Document dialog when starting a new project. However, you can edit them at any time while working in the document. To edit,

2.3

File Menu

2.5

Layout Menu

5.7

Guides & Pasteboard Preferences

Unlike in QuarkXPress, you can

6.1

Starting a New Document

tings for individual document

6.2

Saving Document Presets

Margin and column guides are

6.18

Adjusting Ruler Guides

master page item, but they can

choose Layout > Margins and Columns.

edit the margin and column setpages—not just master pages. applied just like any other also be edited in the document page using the Margin And

Shortcuts

Columns dialog.

Show/hide guides Mac: Cmd+; Win: Ctrl+; New document Mac: Cmd+N Win: Ctrl+N

KEEP IT EVEN Moving, adding, and deleting pages can sometimes cause problems in a publication

Tip

that is set up using reader spreads, especially if it contains specific left and right page margins. Always be careful when adding, deleting, or moving pages in a document

To allow InDesign to resize or reposition any object that is aligned to a margin, column, or ruler guide, enable the Layout Adjustment feature located under the Layout menu.

containing facing pages, as doing so may require that you reapply left/right master page styles to any pages that shift (which can result in a mess of duplicated master page items). It is best to only add or remove an even number of pages at a time.

140

Aligning to Baseline Grid Related Tasks

Aligning multiple columns of body text to the baseline grid can greatly improve the overall appearance of a document. To display the baseline grid, choose View > Grids & Guides >

2.9

Show Baseline Grid or press Opt+Cmd+’ (Mac) or Alt+Ctrl+’ (Windows). In Grids Preferences, enter the leading amount you’re using for body text in the Increment

Control Bar

4.21

Type and Tables Palettes

5.6

Grids Preferences

palette or the Control bar. To align just the first line of each paragraph to the baseline

Shortcuts

grid, select the text frame and choose Only Align First Line

Show/hide baseline grid Mac: Opt+Cmd+’ Win: Alt+Ctrl+’

To Grid from the Paragraph palette menu.

Paragraph palette Mac: Opt+Cmd+T Win: Alt+Ctrl+T

TYPOGRAPHY

Show/hide Control bar Mac: Opt+Cmd+6 Win: Alt+Ctrl+6

PAGE BUILDING

the Align To Baseline Grid control in either the Paragraph

View Menu

3.2

Every data field, and click OK. Select the text frame and click

WORKSPACE

6.20

Tip

GRAPHICS

You can adjust the View Threshold For The Baseline Grid setting in Grids Preferences.

COLOR

An example of how snapping the baselines of paragraph text to a “leading grid” can improve the look of your page

OUTPUT

141

6.21 Related Tasks 2.9

View Menu

5.6

Grids Preferences

6.20

Aligning to Baseline Grid

Snapping to Document Grid

You can align objects evenly on the page by snapping to the document grid. When made visible, the grid can be very distracting to work with—even when placed in back with a lighter color applied to it. Thankfully, you can still snap to the document grid even when it is hidden. Document Grid color settings and gridline options are accessible in Grids Preferences. To align graphic frames and other objects to the top and bottom lines of paragraph text, enter

Shortcuts

gridline subdivision values that coincide with the baseline grid.

Show/hide document grid Mac: Cmd+’ Win: Ctrl+’

on the Pasteboard and select it from the context menu.

Select View > Grids & Guides > Snap To Document Grid, or Control/right-click anywhere

Snap to document grid Mac: Shift+Cmd+’ Win: Shift+Ctrl+’

Tip You can apply a custom color to the document grid in Grids Preferences.

142

7

WORKSPACE WORKSPACE

C H A P T E R

Frames and Shapes they? And what is the difference between the two? Well, frames are basically containers that are used for displaying placed images and bodies of text (also known as stories). Shapes (or paths) can be drawn and used as design elements, or converted into graphic or text frames.

PAGE BUILDING

ALL PAGE LAYOUTS IN InDesign are made up of frames and shapes, but what exactly are

It’s fun to experiment with the flexibility of frames and shapes in InDesign. Placing graphics and text into custom shapes can certainly jazz up a layout. It’s also possible to allow frames and shapes to contain even more frames and shapes through a process called “nesting.”

and transparency can take your designs to a whole new level of creativity.

Frame/Shape Overview

■

7.12 Filling Text

■

7.2

Selection Tool vs. Direct Selection Tool

■

7.13 Stroking Frames, Shapes, and Paths

■

7.3

Selecting Multiple Objects

■

7.14 Stroking Text

■

7.4

Selecting Type

■

7.15 Aligning Strokes

■

7.5

Drawing Rectangles, Ellipses, and Polygons

■

7.16 Applying Stroked Path Start and End Styles

■

7.6

Drawing Custom Shapes

■

7.17 Saving and Applying Custom Strokes

■

7.7

Drawing Freeform Shapes ■

■

7.8

Modifying Paths and Frames

7.18 Applying Gap Color to Open Stroke Styles

■

7.19 Applying Corner Effects

■

7.9

Nesting Objects ■

■

7.10 Filling with Solid and Transparent Colors

7.20 Applying and Editing Compound Paths

■ ■

7.11 Filling with Gradients

7.21 Creating Custom Shapes with Pathfinder

COLOR

7.1

GRAPHICS

■

TYPOGRAPHY

Combining the versatility of frames and shapes with applied fills, stroke styles, corner effects,

OUTPUT OUTPUT

7.1 Related Tasks 2.7

Object Menu

2.9

View Menu

Frame/Shape Overview

The frame/shape relationship can be confusing to new users coming over from QuarkXPress. I can’t tell you how many times I’ve been asked, “Why does the Toolbox have two rectangles? Which one is for text and which one is for graphics? How do I draw a text box?”

3.2

Control Bar

By definition, a frame is a container that holds either an image or a body of text. A shape

3.5

Pen Tools

is not intended to be a text or image container, but can be converted into one. In Quark language, this means that the “box tool” with the “X” in it (the Rectangle Frame

Shortcuts

tool) is used to draw picture boxes. The box without the “X” (the Rectangle tool) is used

Rectangle Frame tool Mac and Win: F

for drawing shapes. Finally, “text boxes” can be drawn with the Type tool. In InDesign, both rectangle tools can be used to draw a “picture box” or a “text box.” You

Rectangle tool Mac and Win: M

see, InDesign is extremely liberal. Frames can be shapes and shapes can be frames, and you do not have to draw a “box” first before placing an image! However, you should be aware of some differences between frames and shapes.

Frames A frame is a container that holds either an image or a body of text. If you prefer to draw frames first before placing content in them, you can do so using the Rectangle, Ellipse, or Polygon Frame tool. A newly drawn, empty frame can be assigned as a text or a graphic placeholder using object styles, accessible in both the Control bar and Object Styles palette. Note: An object style can only be applied to an existing frame, not selected beforehand and applied as it is drawn.

A selected Rectangle frame with the default, noneditable None object style (neither graphic nor text frame) applied to it.

144

Frame/Shape Overview

(continued)

Related Tasks 3.6

WORKSPACE

7.1

Type Tools

3.7

Pencil Tools

3.9

Frame Tools

3.10

Shape Tools

Ellipse tool Mac and Win: L

PAGE BUILDING

Shortcuts

Selection tool Mac and Win: V

TYPOGRAPHY

A selected Rectangle frame with the editable, default Basic Graphics Frame object style applied to it. Notice the tooltip description of its applied attributes.

GRAPHICS COLOR

A selected Rectangle frame with the editable, default Basic Text Frame object style applied to it. Note the placeholder “X” that is still displayed, despite the text frame conversion.

OUTPUT

145

7.1

Frame/Shape Overview

(continued)

Related Tasks 4.10

Links Palette

4.11

Object and Layout Palettes

4.12

Object Styles Palette

4.16

Stroke Palette

Shortcut Direct Selection tool Mac and Win: A

Clicking the Type tool cursor inside the assigned text frame changes its appearance accordingly.

If you prefer to paste content first and resize frames later, you can place graphics (or text) using the Place command (Mac: Command+D; Windows: Ctrl+D). A frame is automatically drawn for you when you click the loaded cursor anywhere on the Page.

Left, the loaded graphics cursor; right, the loaded text cursor

A text frame can also contain a “nested” graphic or text frame. “Nesting” allows a text frame to contain an anchored object.

Shapes Shapes are drawn using the Rectangle, Ellipse, or Polygon tools. Custom shapes can be drawn using the Pen toolset, and freeform shapes can be drawn using the Pencil toolset. Assigned shape attributes can be saved as object styles and later applied to other shapes or frames (empty or with content). Two or more shapes can be combined in various ways using the Pathfinder palette controls. You can also change a selected shape’s appearance by selecting the Convert Shape commands found under the Object menu, or by clicking the Convert Shape controls located in the Pathfinder palette. To convert a shape or path into a text frame, click inside it with the Type tool. The shape retains any applied object style attributes even after adding text.

146

Frame/Shape Overview

(continued)

Related Tasks Stroking Frames, Shapes, and Paths

7.19

Applying Corner Effects

13.1

Placing and Editing Text Wraps

Shortcut

PAGE BUILDING

7.13

WORKSPACE

7.1

Position tool Mac and Win: Shift+A

Tips You can reshape any frame using the Pencil tool. Text that is converted to outlines can be used as a graphic frame.

TYPOGRAPHY

A selected rectangle with a saved object style applied to it. Notice the tooltip description of applied attributes.

GRAPHICS

The same rectangle converted into a triangle using the Convert Shape control located in the Pathfinder palette. Whenever possible, shapes retain any applied object style attributes after conversion.

COLOR OUTPUT

The original rectangle with an object style applied and some text added 147

7.2 Related Tasks

Selection Tool vs. Direct Selection Tool

The selection tools in InDesign work very much like the ones found in Adobe Illustrator. The Selection tool allows you to select, move, and resize an entire path, while the Direct Selection

2.4

Edit Menu

2.7

Object Menu

3.3

Selection Tool

the way the tools are used to select, move, and resize frames and placed images.

3.4

Direct Selection and Position Tools

Placing

3.9

Frame Tools

3.10

Shape Tools

an image into a selected frame or click the loaded place icon anywhere on the Page. When

4.10

Links Palette

you click, a frame is automatically created to fit the image at 100% of its actual size.

4.11

Object and Layout Palettes

Selecting

7.1

Frame/Shape Overview

Click any frame (text or graphic) with the Selection tool to select it. Hold down the Shift

7.3

Selecting Multiple Objects

tool lets you select, move, and resize individual points on a path. Differences also exist in

Both tools can be used to place images using the Place command. You can either place

key as you click to select multiple items. Like with the Selection tool, you can use the Direct Selection tool to select a text frame by clicking anywhere on the text. However, unlike the Selection Tool, the Direct Selection

Shortcuts

tool also lets you select a single frame edge or corner node of any text or graphic frame. Selection tool Mac and Win: V

So be careful where you click with the Direct Selection tool! Here’s one other thing the Direct Selection tool lets you do that the Selection tool does not:

Direct Selection tool Mac and Win: A

select the contents of a graphic frame, separate from its container. Hovering your mouse directly over a placed image changes the Direct Selection tool’s icon to display a hand. This

Place command Mac: Cmd+D Win: Ctrl+D

indicates that you can now move the image around within the confines of the graphic frame.

Moving

Select All Mac: Cmd+A Win: Ctrl+A

Which selection tool should you use to move an image? Well, that depends on how you’d like to move it—with the frame, or inside the frame?

Click and drag with the Selection tool to move both the frame and the image. 148

Click and drag with the Direct Selection tool to move the image inside the frame.

Selection Tool vs. Direct Selection Tool

(continued)

Related Tasks

So which selection tool should you use to scale an image? Again, it depends on how you

8.1

Moving Objects

would like it resized.

8.2

Resizing Objects

8.3

Rotating Objects

8.7

Selecting Objects within a Group

8.10

Duplicating Objects

12.6

Resizing Placed Images

PAGE BUILDING

Resizing

WORKSPACE

7.2

12.11 Altering an Embedded Photoshop Path

13.1

Use the Selection tool to resize the frame (and not the image) by clicking and dragging one of the frame nodes. Hold down the Shift key to constrain proportions as you drag.

Use the Direct Selection tool to resize the image inside the frame. Click directly on the image itself and then click and drag one of the frame nodes. Hold down the Shift key to constrain proportions as you drag.

Placing and Editing Text Wraps

TYPOGRAPHY

12.12 Creating a Clipping Path in InDesign

Shortcuts Deselect All Mac: Shift+Cmd+A Win: Shift+Ctrl+A

Ungroup objects Mac: Shift+Cmd+G Win: Shift+Ctrl+G

GRAPHICS

Group objects Mac: Cmd+G Win: Ctrl+G

Tip

Use the Direct Selection tool to select, reposition, or even delete the nodes of a frame. Click directly on the frame edge and then click and drag one of the nodes to reposition it. Press Delete (Mac) or Delete/Backspace (Windows) to remove a node from the frame and create an open path.

COLOR

Use the Selection tool to resize the frame and image together by pressing the Command key (Mac) or Ctrl key (Windows) and clicking and dragging one of the frame nodes. Hold down the Shift key to constrain proportions as you drag.

To temporarily access the Selection or Direct Selection tool (whichever was last used), press the Command key (Mac) or Ctrl key (Windows).

OUTPUT

149

7.3 Related Tasks

Selecting Multiple Objects

To select multiple objects, access either of the selection tools and Shift-click the items on the page, or hold down the Shift key and marquee over an area that includes the objects

2.4

Edit Menu

2.7

Object Menu

3.3

Selection Tool

3.4

Direct Selection and Position Tools

You can select the contents of multiple frames by Shift-clicking with the Direct Selection

8.6

Grouping and Ungrouping Objects

by continuing to hold down Shift as you click.

8.7

Selecting Objects within a Group

by dragging the mouse or pressing the arrow keys. To resize the selected objects, press S

8.8

Nesting Grouped Objects

form multiple selected objects.

8.9

Stacking, Arranging, and Locking Objects

you would like to select. You can tell that the objects are selected when the boundary nodes of the frame or shape appear. Shift-click again to deselect.

tool. You can also add other objects to a selection, such as text frames, shapes, and lines,

Once selected, multiple objects (including points on a path) can be moved simultaneously to switch to the Scale tool, then click and drag. You can also rotate, shear, and free trans-

Scaling editable text with the Selection tool is a tricky thing to do, but it is possible. With the Selection tool accessed, click and drag a text frame node while holding down the Cmd key (Mac) or the Ctrl key (Windows). You can also scale editable text using the Scale and Free Transform tools.

Shortcuts Selection tool Mac and Win: V Direct Selection tool Mac and Win: A Select All Mac: Cmd+A Win: Ctrl+A Deselect All Mac: Shift+Cmd+A Win: Shift+Ctrl+A Group objects Mac: Cmd+G Win: Ctrl+G

Multiple objects selected with the Selection tool Ungroup objects Mac: Shift+Cmd+G Win: Shift+Ctrl+G

Tip To select more than one object in a group, hold down the Shift key and click each item with the Direct Selection tool. Click again to deselect.

150

Multiple objects selected with the Direct Selection tool and moved simultaneously

Selecting Type Related Tasks

To select editable type characters, you must use the Type tool. Click an insertion point in any text frame with the cursor, and then highlight the characters by clicking and dragging

2.4

over them. You can also select editable text by clicking with the mouse: Double-clicking selects a single word.

■

Triple-clicking selects a line if the Triple Click To Select A Line option is enabled in

Edit Menu

3.6

Type Tools

5.2

Type Preferences

10.5

Copy/Paste Text Formatting

Type Preferences; otherwise it selects the entire paragraph. Shortcuts ■

Clicking four times selects the entire paragraph if the Triple Click To Select A Line Select a single character right or left Mac and Win: Shift+Right arrow/ Left arrow

option is enabled; otherwise it selects the entire story. ■

Clicking five times selects the entire story when the Triple Click To Select A Line

PAGE BUILDING

■

WORKSPACE

7.4

option is enabled in Type Preferences.

Select to start or end of Line Mac and Win: Shift+Home/End

TYPOGRAPHY

Select one line above or below Mac and Win: Shift+Up arrow/Down arrow

Select paragraph before or after Mac: Shift+Cmd+Up arrow/Down arrow Win: Shift+Ctrl+Up arrow/Down arrow Select current line Mac: Shift+Cmd+\ Win: Shift+Ctrl+\

GRAPHICS

Click and drag over the text with the Type tool to select it.

Select to start or end of story Mac: Shift+Cmd+ Home/End Win: Shift+Ctrl+ Home/End

Tip You can select editable text by clicking with the mouse in both layout and story editor views.

COLOR

To select all of the text in a story, click an insertion point with the Type tool cursor and then click five times, or press Command+A (Mac) or Ctrl+A (Windows).

OUTPUT

151

7.5 Related Tasks 3.9

Frame Tools

3.10

Shape Tools

4.11

Object and Layout Palettes

7.1

Frame/Shape Overview

7.6

Drawing Custom Shapes

7.7

Drawing Freeform Shapes

7.8

Modifying Paths and Frames

Drawing Rectangles, Ellipses, and Polygons

There are two ways to create rectangles, ellipses, and polygons with the shape and frame tools—by drawing them, or by entering settings into the tool’s dialog.

Shortcuts Rectangle Frame tool Mac and Win: F

To draw a rectangle, ellipse, or polygon, choose the appropriate frame or shape tool and click and drag. If you hold down the Shift key as you draw, it constrains proportions, making a rectangle a perfect square and an ellipse a perfect circle (rather than an oval). Holding down the Alt or Option key allows you to draw from the center.

Rectangle tool Mac and Win: M Ellipse tool Mac and Win: L

Tip When drawing a polygon shape, press the Up/Down arrow keys as you click and drag to increase/decrease the number of sides.

You can also create a rectangle, ellipse, or polygon frame or shape by clicking once on the Page with the tool and entering Width and Height settings in a dialog. Then, click OK for the shape to appear in the same spot as you clicked with the tool.

The Polygon dialog contains additional settings for Number Of Sides and Star Inset. Enter a number of sides and a percentage of inset for creating a star shape. You can access these default settings by double-clicking the tool icon in the Toolbox. (The shape dialogs are used to set parameters for a newly drawn shape, not for adjusting a selected shape.) InDesign automatically applies default stroke settings to your shape, but you can always adjust them in either the Stroke palette or the Control bar. You can also add a fill, place a graphic, add some text, apply an object style, or use the Pathfinder controls to merge with other shapes. To change your shape entirely without having to redraw it, use the Convert Shape commands located under the Object menu or in the Pathfinder palette.

152

Drawing Custom Shapes Related Tasks

Using the Pen toolset, you can create custom drawn shapes just as you would in applications such as Adobe Illustrator or Macromedia FreeHand. To start, press P to access the Pen tool, then click and drag to create a series of connect-

Pen Tools

7.7

Drawing Freeform Shapes

7.8

Modifying Paths and Frames

ing points that result in a custom-drawn shape. Clicking with the Pen creates a point, and dragging with your mouse creates its curve in relation to the previous and next points placed on the path. Every curve contains its own set of control handles that can also be adjusted. Points, segments, and control handles can also be moved and modified using the

Shortcuts

Direct Selection tool. Corner point

Pen tool Mac and Win: P

Straight segment

PAGE BUILDING

3.5

WORKSPACE

7.6

Add Anchor Point tool Mac and Win: =

You can create a corner point by clicking on an anchor point of a immediately after drawing it. Then press the Option/Alt key

Convert Direction Point tool Mac and Win: Shift+C

and drag to create a new control handle that is facing in a different

Direct Selection tool Mac and Win: A

direction. Click and drag again to create the next curved segment

Curved segment

Curve point Corner point

GRAPHICS

Temporarily select Convert Direction Point tool Mac: Pen tool+Opt, or Direct Selection tool+Opt+Cmd Win: Pen tool+Alt, or Direct Selection tool+Alt+Ctrl

of the path. Control handle

TYPOGRAPHY

Delete Anchor Point tool Mac and Win: -

curved path with the Pen tool

Temporarily switch between Add/Delete Anchor Point tools Mac: Opt Win: Alt

Tip

OUTPUT

Opposite control handles

COLOR

You can move an anchor point and its handles when drawing with the Pen tool. To do so, click to create a new point, hold the mouse button down, and then press the spacebar to move it.

153

7.7 Related Tasks 3.4

Drawing Freeform Shapes

To create a freeform shape using the Pencil tool, press N to access it from the Toolbox and begin drawing. As you draw, InDesign calculates where the points fall on the path and

Direct Selection and Position Tools

places them for you. You can then switch to the Pen toolset and adjust the placed points, or use the Smooth and Erase tools to edit.

3.5

Pen Tools

3.7

Pencil Tools

Entering specific settings in the Pencil Tool Preferences dialog before you begin drawing

3.8

Line Tool

can eliminate the need for editing and smoothing of points later. To access the dialog, double-click the Pencil tool icon in the Toolbox.

Shortcuts Pencil tool Mac and Win: N Pen tool Mac and Win: P Add Anchor Point tool Mac and Win: = Delete Anchor Point tool Mac and Win: -

Lower Fidelity and Smoothness values result in jagged paths.

Convert Direction Point tool Mac and Win: Shift+C Line tool Mac and Win: \ Direct Selection tool Mac and Win: A

Tip Higher Fidelity and Smoothness values result in cleaner paths.

When drawing with the Pencil tool, press the Option/Alt key to temporarily access the Smooth tool.

The Smooth tool has a similar set of preferences that you can access by double-clicking the Smooth tool icon in the Toolbox.

Drawing with the Pencil tool often results in open path shapes. To close a path quickly, select it and choose Object > Paths > Close Path, or click the Pathfinder Palette Close Path control.

154

Modifying Paths and Frames Related Tasks

The cursors for the Direct Selection and Pen tools change as you position them over different points and segments of a path: Start a new path

Direct Selection and Position Tools

3.5

Pen Tools

Convert a direction point

Snap point to a guide

Add an anchor point

Move or modify a point

Close a path

Move or modify a segment

Delete an anchor point

Move or extend a control handle

3.7

Pencil Tools

3.9

Frame Tools

3.10

Shape Tools

3.19

Scissors Tool

4.11

Object and Layout Palettes

PAGE BUILDING

Create a corner point

3.4

WORKSPACE

7.8

Shortcuts

You can add points to a path or frame using the Add Anchor Point tool. Doing so allows

Pencil tool Mac and Win: N

you to add intricate curves, corners, and bends to your shape or frame. Click anywhere along the path to add a new point.

Pen tool Mac and Win: P

You can delete points using the Delete Anchor Point tool. To do so, just click any existing point. But keep in mind that deleting points can drastically change the appearance of a

TYPOGRAPHY

Direct Selection tool Mac and Win: A

Adding and Deleting Points

Add Anchor Point tool Mac and Win: =

shape or frame. It is also possible to delete an anchor point by selecting it with the Direct Selection tool

GRAPHICS

and pressing the Delete/Backspace key. Doing so results in an open path, whereas using the Delete Anchor Point tool does not.

Converting Point Direction Use the Convert Direction Point tool to change the direction of a selected point’s curve on an existing path. Click any existing point to reset the curve handles.Click and drag the handles to change the curve.

Cutting, Joining, and Closing Paths COLOR

Use the Scissors tool to cut points and lines on a path. You can create open paths, divide symmetrical shapes such as half-circles or diamonds, or remove pieces of a path or frame to create interesting logo effects and design elements.

OUTPUT

155

7.8

Modifying Paths and Frames

(continued)

Related Tasks 7.1

Frame/Shape Overview

7.2

Selection Tool vs. Direct Selection Tool

7.5

Drawing Rectangles, Ellipses, and Polygons

7.6

Drawing Custom Shapes

7.7

Drawing Freeform Shapes

7.20

Applying and Editing Compound Paths

7.21

Creating Custom Shapes with Pathfinder

To join two line segments or open paths, select one with the Direct Selection tool, press P to switch to the Pen tool, and then click the endpoint you would like to merge.

Hover the Pen tool cursor over the endpoint of another path until you see the Join Two Paths cursor appear and then click. The two paths are now joined!

Shortcuts Delete Anchor Point tool Mac and Win: Convert Direction Point tool Mac and Win: Shift+C Scissors tool Mac and Win: C

Tip When working with the Scissors Tool, press the Option (Mac) or Alt (Windows) key to temporarily access the Add Anchor Point tool.

To close the open path, click one of the remaining two endpoints with the Pen tool. Hover the Pen tool cursor over the other endpoint until you see the Close A Path cursor appear and click.

To further enhance a shape or frame, you can add, smooth, or erase points using the Pencil toolset, as well as add a fill, place a graphic, add some text, apply or save an object style, or use the Pathfinder controls to merge with other shapes. You can also change the shape entirely by applying one of the Convert Shape commands/controls located under the Object menu or in the Pathfinder palette.

156

Nesting Objects Related Tasks

Objects can be nested inside one another to create interesting design and logo effects. Nested objects placed in a text frame are also referred to as anchored objects. Objects can be nested as deep as you like (an object placed inside an object, placed inside an object, etc.), but multiple objects cannot be nested without grouping them first.

You can create a nested object by copy/pasting a graphic frame, text frame, or path into

Edit Menu

3.3

Selection Tool

3.4

Direct Selection and Position Tools

Shortcuts

another graphic frame, text frame, or path. Select an object with the Selection tool (graphic Copy to Clipboard Mac: Cmd+C Win: Ctrl+C

frame, text frame, or path) and copy or cut it to the Clipboard. Then select another object and choose Edit > Paste Into for the object to appear nested inside the frame or path.

PAGE BUILDING

Nested Objects

2.4

WORKSPACE

7.9

Paste Into Mac: Opt+Cmd+V Win: Alt+Ctrl+V

GRAPHICS

Two separate objects: a body of editable text with a gradient applied to it and some bold characters that have been converted to outlines, made into a compound path, and filled with black

TYPOGRAPHY

Cut to Clipboard Mac: Cmd+X Win: Ctrl+X

To select an object after it has been pasted into another frame or path, click the nested object’s frame edge with the Direct Selection tool and then press V to switch to the Selection tool. You can then resize the

COLOR

frame, move it, or nudge it with the arrow keys. Switch back to the Direct Selection tool to resize, move, or nudge the nested components. Switch to the Type tool to select and edit nested text.

The gradient text frame nested inside the compound character path

OUTPUT

157

7.9 Related Tasks 3.9

Frame Tools

3.10

Shape Tools

7.1

Frame/Shape Overview

Nesting Objects

(continued)

Anchored Objects To place an anchored object into a body of text: 1 Select a graphic frame, text frame, or path with the Selection tool and copy

Shortcuts

or cut it to the Clipboard.

Rectangle Frame tool Mac and Win: F

2 Press T to switch to the Type tool and click an insertion point.

Rectangle tool Mac and Win: M

3 Choose Edit > Paste to anchor the object in the line of text. Another way to create an anchored object is through the Insert command

A small graphic object pasted into a body of placeholder text

located under the Anchored Object submenu. Inserting this way provides many additional options, such as the ability to place an anchored object above or beside a text column. Select the empty frame and place some contents into it using the Place or Paste Into command, or add text to it with the Type tool. You can select an anchored object by clicking the frame with either selection tool. It is possible to resize an anchored frame, but you can only move it up or down. You can resize and reposition an anchored frame’s contents (graphic or text) however you like.

Place the Type tool cursor inside of a text frame and choose Object > Anchored Object > Insert. When the dialog appears, choose the preferred settings and click OK. 158

Nesting Objects

(continued)

Related Tasks Selection Tool vs. Direct Selection Tool

8.8

Nesting Grouped Objects

Shortcuts Ellipse tool Mac and Win: L

PAGE BUILDING

By highlighting an anchored object with the Type tool, you can apply text attributes such as kerning and baseline shift. Click and drag with the Type tool to select an anchored object and adjust it just as you would any other editable text character.

7.2

WORKSPACE

7.9

Selection tool Mac and Win: V Direct Selection tool Mac and Win: A

You can apply a text wrap to an anchored object.

TYPOGRAPHY

Tip

GRAPHICS

To make adjustments to an existing anchored object using the Anchored Object Options dialog, select it with either selection tool or the Type tool and choose Object >Anchored Object > Options. Enter the preferred settings in the dialog and click OK to apply.

COLOR OUTPUT

159

7.10 Related Tasks 4.5

Color Palette

4.17

Swatches Palette

4.20

Transparency Palette

7.12

Filling Text

14.5

Accessing Colors Stored in Libraries

14.6

Converting Spot Colors to Process

14.7

Importing Colors from Other Documents

Filling with Solid and Transparent Colors

There are five methods for applying fill color. To start, bring the Fill swatch to the forefront by clicking it in one of three places: at the bottom of the Toolbox, at the top of the Swatches palette, or in the Color palette. Then with either selection tool, proceed to select any frame, shape, or path (or any combination thereof) and apply the fill color using any one of the five following methods: ■

Click directly on a swatch name in the Swatches palette.

■

Create a color using the Color palette.

■

Choose a color using the Color Picker and click OK.

■

Choose and apply a sampled color with the Eyedropper tool (this also samples and applies all other object style attributes).

■

Click the Apply (Last Used) Color button located at the bottom of the Toolbox, or press the comma key.

Shortcuts

In every instance, the chosen Fill color is applied to all selected objects. Note: Applying a

Color palette Mac and Win: F6

fill color does not automatically add the chosen color to the Swatches palette.

Swatches palette Mac and Win: F5 Transparency palette Mac and Win: Shift+F10 Color Picker Mac and Win: Doubleclick Fill/Stroke swatch in Color palette or Toolbox

A selected frame, shape, and path—each with a Fill color of None Switch to default colors Mac and Win: D Swap Fill/Stroke colors Mac and Win: X Switch color modes (CMYK, RGB, Lab) Mac and Win: Shiftclick Tint Ramp/Spectrum in Color palette

The same objects with Fill color applied using any of the five methods described above

Tips Shift-drag to move the color sliders in the Color palette or Swatch Options dialog in tandem.

160

Filling with Gradients Related Tasks

There are five methods for applying a gradient fill. As with solid color and transparent fills, you must bring the Fill swatch to the forefront by clicking it in one of three places: at the bottom of the Toolbox, at the top of the Swatches palette, or in the Color palette. Then

3.3

Selection Tool

3.4

Direct Selection and Position Tools

with either selection tool, proceed to select any frame, shape, or path (or any combination thereof), and apply the gradient fill using any one of the following methods:

Frame Tools

3.10

Shape Tools

■

Create a gradient using the Gradient palette.

3.17

Gradient Tool

Choose and apply a sampled gradient with the Eyedropper tool (this also samples and

3.22

■

Other Toolbox Functions

applies all other object style attributes).

4.6

Gradient Palette

Click the Apply (Last Used) Gradient button located at the bottom of the Toolbox, or

4.17

Swatches Palette

■

PAGE BUILDING

3.9

Click directly on a gradient swatch name in the Swatches palette.

■

WORKSPACE

7.11

press the period key. Shortcuts ■

Apply a gradient chosen from the Swatches palette or created in the Gradient palette

In every instance except the last, the chosen gradient fill is applied to all selected objects

Object Styles palette Mac: Cmd+F7 Win: Ctrl+F7

separately. To apply the same gradient across multiple selected objects, use the Gradient

TYPOGRAPHY

Swatches palette Mac and Win: F5

by clicking and dragging with the Gradient tool.

tool method described in the last bullet. Note: Applying a gradient fill does not automatiColor Picker Mac and Win: Doubleclick Fill/Stroke Swatch in Color palette or Toolbox

cally add the sampled or created gradient to the Swatches palette. Gradient fills can also be applied to editable text.

Swap fill/stroke colors Mac and Win: X

GRAPHICS

Switch to default colors Mac and Win: D

Switch color modes (CMYK, RGB, LAB) Mac and Win: Shift-click Tint Ramp/Spectrum in Color palette

Tip

COLOR

A frame. shape, and path each with a gradient fill color applied using the first four methods described above

To view a list of only the document gradient swatches (not solid colors or tints), click the Show Gradient Swatches footer control located at the bottom of the Swatches palette. OUTPUT

Applying the same gradient across multiple selected objects using the Gradient tool method 161

7.12 Related Tasks 3.3

Selection Tool

3.4

Direct Selection and Position Tools

Filling Text

There are five methods for applying a fill color or gradient to editable text. To start, bring the Fill swatch to the forefront by clicking it in one of three places: at the bottom of the Toolbox, at the top of the Swatches palette, or in the Color palette. How the color is applied depends on how the text is selected. To apply a fill color or gradi-

3.6

Type Tools

ent to all editable text in the story, select any text frame (or frames) with either selection

3.17

Gradient Tool

tool, and click the Formatting Affects Text button located at the bottom of the Toolbox,

3.22

Other Toolbox Functions

at the top of the Swatches palette, or in the Color palette. To apply a fill color to specific

4.5

Color Palette

characters within a story, highlight them with the Type tool cursor. Once the characters are selected, use any one of the five following methods to apply a fill color:

Shortcuts

■

Click directly on a color or gradient swatch name in the Swatches palette.

■

Create a color or gradient using their respective palettes.

Color Picker Mac and Win: Doubleclick Fill/Stroke Swatch in Color palette or Toolbox

■

Choose a color using the Color Picker and click OK.

■

Choose and apply a sampled color or gradient fill with the Eyedropper tool (this also

Switch to default colors Mac and Win: D

■

Swatches palette Mac and Win: F5

samples and applies all other object style attributes). Click the Apply (Last Used) Color or Gradient button located at the bottom of the Toolbox, or press the comma key (color) or period key (gradient). In every instance, the chosen fill color or gradient is applied to all selected type characters. Note: Applying a fill color or gradient does not automatically add the chosen color or gradient to the Swatches palette.

A selected text frame with a fill color of None and a 1-point black stroke applied to all of its characters

162

Filling Text

(continued)

Related Tasks Gradient Palette

4.17

Swatches Palette

7.10

Filling with Solid and Transparent Colors

7.11

Filling with Gradients

11.1

Creating and Applying Character Styles

11.2

Creating and Applying Paragraph Styles

PAGE BUILDING

4.6

WORKSPACE

7.12

Shortcuts

Switch color modes (CMYK, RGB, LAB) Mac and Win: Shiftclick Tint Ramp/Spectrum in Color palette

TYPOGRAPHY

Swap fill/stroke colors Mac and Win: X

Eyedropper tool Mac and Win: I Type tool Mac and Win: T

GRAPHICS

The same text frame with a fill color applied to all the characters

Tip

TINT VS. TRANSPARENCY The Fill color of a selected object (or objects) can be made transparent by adjusting the Opacity control located in the Transparency palette. This is not to be confused with the

COLOR

To create a new swatch based on the one currently selected in the Swatches palette, Option/Alt-click the New Swatch button located at the bottom of the Swatches palette.

Tint control located in the Swatches palette. Although both controls can appear to lighten a selected fill color, lowering the Opacity value also allows you to see through the object—something the Tint control does not do. For visual examples of these differences, please refer to the color section.

OUTPUT

163

7.13 Related Tasks 3.3

Selection Tool

3.4

Direct Selection and Position Tools

Stroking Frames, Shapes, and Paths

To apply a color or gradient stroke to a selected frame, shape, or path, bring the Stroke swatch to the forefront by clicking it in one of three places: at the bottom of the Toolbox, at the top of the Swatches palette, or in the Color palette. Choose a stroke style and weight in either the Control bar or the Stroke palette. Other

Pen Tools

stroke options, including alignment, start/end styles, and gap color, can be set in the

3.7

Pencil Tools

Stroke palette.

3.9

Frame Tools

With either selection tool, proceed to select any frame, shape, or path (or any combination

3.10

Shape Tools

thereof) and apply a color or gradient to the stroke using any one of the five following

3.22

Other Toolbox Functions

methods:

4.5

Color Palette

■

Click directly on a color or gradient swatch name in the Swatches palette.

4.6

Gradient Palette

■

Create a color or gradient using their respective palettes.

■

Choose a color using the Color Picker and click OK.

■

Choose and apply a sampled color or gradient stroke with the Eyedropper tool (this

3.5

Shortcuts Stroke palette Mac and Win: F10

also samples and applies all other object style attributes). ■

Swatches palette Mac and Win: F5

Click the Apply (Last Used) Color or Gradient button located at the bottom of the Toolbox, or press the comma key (color) or period key (gradient).

Color palette Mac and Win: F6 Object Styles palette Mac: Cmd+F7 Win: Ctrl+F7 Color Picker Mac and Win: Doubleclick Fill/Stroke Swatch in Color palette or toolbox

164

Stroking Frames, Shapes, and Paths

(continued)

Related Tasks

In every instance, the chosen color or gradient is applied to the stroke of all selected objects. Note: Applying a stroke color or gradient does not automatically add the chosen

4.16

color or gradient to the Swatches palette.

Stroke Palette Swatches Palette

7.13

Stroking Frames, Shapes, and Paths

7.14

Stroking Text

7.15

Aligning Strokes

7.16

Applying Stroked Path Start and End Styles

7.17

Saving and Applying Custom Strokes

7.18

Applying Gap Color to Open Stroke Styles

11.5

Creating and Applying Object Styles

TYPOGRAPHY

4.17

PAGE BUILDING

A selected frame, shape, and path—each without a fill or stroke applied

WORKSPACE

7.13

Shortcuts Switch to default colors Mac and Win: D

Switch color modes (CMYK, RGB, LAB) Mac and Win: Shiftclick Tint Ramp/Spectrum in Color palette

The same frame, shape, and path with a 3-point black stroke applied

GRAPHICS

Swap fill/stroke colors Mac and Win: X

Eyedropper tool Mac and Win: I COLOR

Tip Stroke styles can be copied and applied using the Eyedropper tool.

OUTPUT

165

7.14 Related Tasks 4.16

Stroke Palette

4.17

Swatches Palette

7.13

Stroking Frames, Shapes, and Paths

Stroking Text

To apply a color or gradient stroke to editable text, bring the Stroke swatch to the forefront by clicking on it in one of three places: at the bottom of the Toolbox, at the top of the Swatches palette, or in the Color palette. Enter a stroke weight in either the Control bar or the Stroke palette. How the color or gradient is applied to the stroke depends on how the text is selected. To

7.15

Aligning Strokes

apply a color or gradient stroke to all editable text in a story, select any text frame (or

7.17

Saving and Applying Custom Strokes

frames) with either selection tool, and click the Formatting Affects Text button located

Applying Gap Color to Open Stroke Styles

To apply a stroke to specific characters within a story, highlight them with the Type tool

7.18

at the bottom of the Toolbox, at the top of the Swatches palette, or in the Color palette. cursor. Once the characters are selected, use any one of the five following methods to apply a

Shortcuts

color or gradient to the stroke:

Stroke palette Mac and Win: F10

■

Click directly on a color or gradient swatch name in the Swatches palette.

■

Create a color or gradient using their respective palettes.

■

Choose a color using the Color Picker and click OK.

■

Choose and apply a sampled color or gradient stroke with the Eyedropper tool (this

Swatches palette Mac and Win: F5 Color palette Mac and Win: F6

also samples all other object style attributes applied).

Color Picker Mac and Win: Doubleclick Fill/Stroke Swatch in Color palette or toolbox

■

Switch to default colors Mac and Win: D

characters. Note: Applying a stroke color or gradient does not automatically add the cho-

Click the Apply (Last Used) Color or Gradient button located at the bottom of the Toolbox, or press the comma key (color) or period key (gradient).

In every instance, the chosen color or gradient is applied to the stroke of all selected type sen color or gradient to the Swatches palette.

Swap fill/stroke colors Mac and Win: X Switch color modes (CMYK, RGB, LAB) Mac and Win: Shiftclick Tint Ramp/Spectrum in Color palette Type tool Mac and Win: T

Tip You cannot apply a tint value tostrokes placed on editable text characters.

A 1-point black stroke applied to all the characters in a text frame

166

Aligning Strokes Related Tasks

You can choose a specific alignment when applying a stroke to a frame, shape, or path, but not when applying a stroke to editable text. To align a stroke to the center, inside, or outside a selected object, click one of the three alignment buttons located in the Stroke palette.

Selection Tool

3.4

Direct Selection and Position Tools

3.5

Pen Tools

3.7

Pencil Tools

3.8

Line Tool

Shortcuts

PAGE BUILDING

3.3

WORKSPACE

7.15

Stroke palette Mac and Win: F10

Rectangle Frame tool Mac and Win: F Rectangle tool Mac and Win: M

TYPOGRAPHY

Object Styles palette Mac: Cmd+F7 Win: Ctrl+F7

Ellipse tool Mac and Win: L

A 10-point stroke aligned to the center GRAPHICS COLOR OUTPUT

A 10-point stroke aligned to the inside 167

7.15

Aligning Strokes

(continued)

Related Tasks 4.16

Stroke Palette

4.17

Swatches Palette

7.17

Saving and Applying Custom Strokes

7.18

Applying Gap Color to Open Stroke Styles

11.5

Creating and Applying Object Styles

Shortcuts Selection tool Mac and Win: V Direct Selection tool Mac and Win: A Eyedropper tool Mac and Win: I

A 10-point stroke aligned to the outside Pen tool Mac and Win: P Pencil tool Mac and Win: N

TEXT GLOW EFFECT To create an interesting text glow effect in InDesign, try duplicating a text frame that

Tip

contains some large, headline style text. Then, on the original text frame (behind the

To maintain legibility, it’s usually best to align thick strokes to the outside of any text that has been converted to outlines.

duplicate), place a thick color stroke and a None fill. Choose Object > Feather and soften the edges of the stroked text using the controls in the Feather dialog. When you’re ready, click OK to apply the feather. If you like, nudge the feathered text frame using the arrow keys until it is slightly offset behind the duplicate text layer.

168

Applying Stroked Path Start and End Styles

Related Tasks

To apply a stroke start and end style to a selected line or path, open the Stroke palette and choose from the Start and End menu lists. The chosen style is immediately applied.

Selection Tool

3.4

Direct Selection and Position Tools

3.5

Pen Tools

You can apply a start style without an end style and vice versa—or apply both—so have fun experimenting with different combinations. Start and end styles can be applied with any chosen stroke type, but cannot be saved as part

3.7

Pencil Tools

of a Stroke Style. However, to make up for it, they can be saved as part of an object style.

3.8

Line Tool

Keep in mind that stroked path start and end styles can be applied to any open custom Shortcuts

and freeform drawn paths and lines, which makes it possible to get really creative with

PAGE BUILDING

3.3

WORKSPACE

7.16

Stroke palette Mac and Win: F10

your design elements.

Rectangle Frame tool Mac and Win: F Rectangle tool Mac and Win: M

TYPOGRAPHY

Object Styles palette Mac: Cmd+F7 Win: Ctrl+F7

Ellipse tool Mac and Win: L

A diagonal line with a 10-point black stroke and Round Caps applied

GRAPHICS

The same line with the TriangleWide end style applied COLOR OUTPUT

169

7.16 Related Tasks 4.16

Applying Stroked Path Start and End Styles (continued)

Stroke Palette

4.17

Swatches Palette

7.17

Saving and Applying Custom Strokes

7.18

Applying Gap Color to Open Stroke Styles

11.5

Creating and Applying Object Styles

Our new design element after applying the Circle start style

Shortcuts Selection tool Mac and Win: V Direct Selection tool Mac and Win: A Eyedropper tool Mac and Win: I Pen tool Mac and Win: P

Taking it one step further by changing the stroke Type to Dotted

Pencil tool Mac and Win: N

Tip Start and end styles can only be applied to lines and open paths—not closed paths, frames, and shapes.

170

Saving and Applying Custom Strokes Related Tasks

One of the hidden features of InDesign is the ability to create, save, and apply custom stroke styles.

3.5 3.7

Pencil Tools

3.8

Line Tool

4.16

Stroke Palette

4.17

Swatches Palette

7.13

Stroking Frames, Shapes, and Paths

7.14

Stroking Text

7.15

Aligning Strokes

7.16

Applying Stroked Path Start and End Styles

7.18

Applying Gap Color to Open Stroke Styles

Shortcuts

Dash, or Dotted. Each one has its own set of controls that displays in the dialog once selected.

TYPOGRAPHY

When the New Stroke Style dialog opens, click the stroke Type menu and choose Stripe,

Pen Tools

PAGE BUILDING

To create a custom stripe, dash, or dotted stroke, click the menu button on the Stroke palette and choose Stroke Styles. The Stroke Styles dialog appears and displays a list of noneditable default stroke styles. Click the New button to create a whole new stroke style.

WORKSPACE

7.17

Stroke palette Mac and Win: F10 Pen tool Mac and Win: P

Tips A custom, three-line stripe stroke style

A custom, double dotted style

The Type and Preview sections of the dialog change when a selection is made from the stroke Type menu. Enter the preferred settings and refer to the window below for a preview of how the stroke will look once applied. When you’re ready to save your style, enter a name for it and click the Add button. InDesign displays your new styles at the bottom of the Stroke Styles dialog Styles list. When you’ve finished creating and editing, click OK.

COLOR

You can assign a keyboard shortcut for accessing the Stroke Styles dialog under Edit > Keyboard Shortcuts. In the dialog, select Palette Menus from the Product Area menu, and Stroke: Stroke Styles from the Commands list. Enter your shortcut in the New Shortcut field and click OK.

A custom, rounded dash style

GRAPHICS

Pencil tool Mac and Win: N

To apply your new stroke style, select any frame, shape, or path with either selection tool

171

OUTPUT

You can save and load custom stroke styles to be used with other InDesign documents.

and choose it from the Stroke palette Type list.

7.18 Related Tasks 3.3

Selection Tool

3.4

Direct Selection and Position Tools

Applying Gap Color to Open Stroke Styles

Open stroke styles contain gaps between stripes, dashes, or dots. These gaps can be filled with solid colors, tints, or gradients. Try experimenting with this some and you’ll find that combining gap color with stroke color can create some interesting effects.

3.5

Pen Tools

To apply gap color to an open stroke style, select the stroked object with either selection

3.7

Pencil Tools

tool and choose a color or gradient from the Gap Color menu located in the Stroke palette.

3.8

Line Tool

The Gap Color menu contains the same colors and gradients as the Swatches palette.

3.15

Eyedropper Tool

4.16

Stroke Palette

4.17

Swatches Palette

To apply a tint to a chosen gap color, enter a value in the Gap Tint field located at the bottom of the Stroke palette or use the slider control. A tint can only be applied to solid colors and not gradients.

Shortcuts Stroke palette Mac and Win: F10 Object Styles palette Mac: Cmd+F7 Win: Ctrl+F7 Rectangle Frame tool Mac and Win: F

A rectangle frame before (left) and after (right) applying a tinted gap color

Rectangle tool Mac and Win: M Ellipse tool Mac and Win: L

A rectangle frame before and after applying gap color to a custom, dotted stroke style. In this example, gap color is set to 100% black and stroke color to 100% white.

A rectangle frame before and after applying a tinted gap color to a custom, dashed stroke style. Gap color is set to 20% opaque black and stroke color to 100% black. Notice the custom dash and gap settings located at the bottom of the Stroke palette. 172

Applying Gap Color to Open Stroke Styles (continued)

Related Tasks Stroking Frames, Shapes, and Paths

7.14

Stroking Text

7.15

Aligning Strokes

7.16

Applying Stroked Path Start and End Styles

7.18

Applying Gap Color to Open Stroke Styles

11.5

Creating and Applying Object Styles

Selection tool Mac and Win: V

TYPOGRAPHY

Shortcuts

PAGE BUILDING

A 100% solid black diagonal line with a 10-point dotted stroke style and two different start and end styles applied

7.13

WORKSPACE

7.18

Direct Selection tool Mac and Win: A Eyedropper tool Mac and Win: I Pen tool Mac and Win: P Pencil tool Mac and Win: N

GRAPHICS

The same design element with a linear gradient chosen as the stroke color and a tinted gap color of 75% opaque black applied

Tip You can apply a gradient swatch to a stroke’s gap color.

COLOR

Once more with two reversed gradients applied as stroke and gap color

OUTPUT

173

7.19 Related Tasks 4.16

Stroke Palette

4.17

Swatches Palette

7.13

Stroking Frames, Shapes, and Paths

Applying Corner Effects

You can apply any one of the six default corner effects to any selected frame, shape, or path. To access the dialog, select the object with either selection tool and choose Object > Corner Effects. When the dialog opens, choose Fancy, Bevel, Inset, Inverse Rounded, or Rounded from the Effect menu. Enter an amount for Size and check the Preview box to see the effect before applying. When you’re ready, click OK to apply the corner effect.

7.14

Stroking Text

Applying corner effects does not permanently change an object. You can change the size,

7.15

Aligning Strokes

try a different effect, or turn them off at any time. To turn off corner effects for a selected

7.18

Applying Gap Color to Open Stroke Styles

object, select None from the Corner Effects dialog’s Effect menu.

11.5

Creating and Applying Object Styles

extra creative, try applying any of these effects to a triangle or polygon shape.

Corner effects generally work best with rectangle frames and shapes. But if you’re feeling

Shortcuts Stroke palette Mac and Win: F10 Object Styles palette Mac: Cmd+F7 Win: Ctrl+F7 Rectangle Frame tool Mac and Win: F Rectangle tool Mac and Win: M Selection tool Mac and Win: V Direct Selection tool Mac and Win: A Eyedropper tool Mac and Win: I Pen tool Mac and Win: P

Tip A placed photo does not require that its frame container have a stroke placed on it in order to apply corner effects.

174

Applying and Editing Compound Paths Related Tasks

A compound path is created when two objects are placed on top of each other and merged together, allowing any overlapping areas to become transparent. In basic terms, this means that two overlapping shapes with separate fills can be converted into one

3.3

Selection Tool

3.5

Pen Tools

3.7

Pencil Tools

underlying objects through the transparent hole.

3.8

Line Tool

To create a compound path, select two overlapping frames, shapes, or paths and choose

4.11

Object and Layout Palettes

4.16

Stroke Palette

Object > Compound Paths > Make, or press Command+8 (Mac) or Ctrl+8 (Windows).

4.17

Swatches Palette

formed (moved, scaled, sheared, or rotated) when selected with the Selection tool. In

7.3

Selecting Multiple Objects

7.5

Drawing Rectangles, Ellipses, and Polygons

7.6

Drawing Custom Shapes

7.7

Drawing Freeform Shapes

addition, individual points can be selected with the Direct Selection tool and repositioned or deleted. To revert a compound path, select it and choose Object > Compound Paths > Release or press Option+Command+8 (Mac) or Alt+Ctrl+8 (Windows). Doing so reverts the shapes back into separate objects but may not include all previously applied attributes (fill color, stroke, etc.).

7.13 Stroking Frames, Shapes, and Paths Creating Custom Shapes with Pathfinder

8.6

Grouping and Ungrouping Objects

Shortcuts

Two selected shapes—each with different fills—placed on top of each other

Both shapes combined into a single compound path

GRAPHICS

7.21

TYPOGRAPHY

Compound paths can be edited just like any other object. The entire shape can be trans-

PAGE BUILDING

shape with a hole in it. When the compound path is placed in front, you can see any

WORKSPACE

7.20

Make compound path Mac: Cmd+8 Win: Ctrl+8

The individual points of a compound path can be moved by selecting them with the Direct Selection tool and nudging them with the arrow keys.

Release compound path Mac: Opt+Cmd+8 Win: Alt+Ctrl+8 COLOR

Pen tool Mac and Win: P

Tip Compound paths can contain placed images.

OUTPUT

175

7.21 Related Tasks 7.3

Selecting Multiple Objects

7.5

Drawing Rectangles, Ellipses, and Polygons

7.6

Drawing Custom Shapes

7.7

Drawing Freeform Shapes

Creating Custom Shapes with Pathfinder

InDesign enters into Illustrator territory here by allowing you to combine selected frames, shapes, and paths using a Pathfinder palette. Although the Pathfinder palette in InDesign does not contain all of the same functions as the one found in Illustrator, the basics are all here. Combining objects with Pathfinder is a quick and easy way to create icons or design elements for use in your layouts. All you need to do is select two or more overlapping shapes, frames, or paths and click one of the Pathfinder controls in the palette. Note: Pathfinder commands are permanent and can only be undone using the Undo command (Command/Ctrl+Z).

Shortcuts Rectangle Frame tool Mac and Win: F Rectangle tool Mac and Win: M Ellipse tool Mac and Win: L Selection tool Mac and Win: V

Original two shapes

Add

Subtract

Intersect

Exclude Overlap

Minus Back

Pen tool Mac and Win: P Pencil tool Mac and Win: N

Tip To allow a self-intersecting path to fill using the “Even-Odd Rule,” as it would in drawing programs such as Illustrator or FreeHand, copy the path and paste it in place. Then select both paths and click the Add button in the Pathfinder palette. A compound path is created allowing selfintersecting points to become transparent.

176

8

WORKSPACE

C H A P T E R

Manipulating Objects they come up with a design they’re satisfied with. If you’re one of those designers, you might also want to learn the various ways of manipulating page objects in InDesign—it may save you time in the long run.

PAGE BUILDING

MOST DESIGNERS SPEND QUITE a bit of time maneuvering objects around the page before

In this chapter we’ll cover how to transform, group, arrange, lock, duplicate, align, and distribute objects. We’ll also explain how to use layers and save objects into a library.

■

8.2

Resizing Objects

■

8.3

Rotating Objects

■

8.4

Flipping Objects

■

8.5

Shearing Objects

■

8.6

Grouping and Ungrouping Objects

■

8.7

Selecting Objects within a Group

■

8.8

Nesting Grouped Objects

■

8.9

Stacking, Arranging, and Locking Objects

■

8.10 Duplicating Objects

■

8.11 Aligning Objects

■

8.12 Distributing Objects

■

8.13 Saving Objects to a Library

■

8.14 Deleting Objects

■

8.15 Creating and Naming a New Layer

■

8.16 Placing Objects on Layers

■

8.17 Enabling Layout Adjustment

COLOR

Moving Objects

GRAPHICS

8.1

TYPOGRAPHY

■

OUTPUT

8.1 Related Tasks 2.7

Object Menu

3.2

Control Bar

3.3

Selection Tool

3.4

Direct Selection and Position Tools

3.14

Free Transform Tool

4.11

Object & Layout Palettes

Moving Objects

To move an object, you must first select it with the Selection tool (by clicking anywhere on it) or with the Direct Selection tool (by clicking its center point). You can then use any one of these methods to reposition it on the page: ■

Drag the selected object to a new location.

■

Enter new X and Y coordinates in either the Transform palette or Control bar.

Shortcuts Move Mac: Shift+Cmd+M Win: Shift+Ctrl+M Move selection by 10 times the Cursor Key distance Mac and Win: Shift+Arrow keys Apply Transform palette values and copy selected object Mac: Opt+Return Win: Alt+Enter Duplicate and offset selection Mac: Opt+Arrow keys Win: Alt+Arrow keys

178

■

Moving Objects

(continued)

Related Tasks

Access the Move dialog (Object > Transform > Move). Enter values for Position, Distance, and Angle, and click OK.

Units & Increments Preferences

5.6

Grids Preferences

5.7

Guides & Pasteboard Preferences

6.21

Snapping to Document Grid

8.3

Rotating Objects

8.17

Enabling Layout Adjustment

PAGE BUILDING

5.5

WORKSPACE

8.1

Shortcuts

Nudge the object using the arrow keys. Note: The arrow keys use the Cursor Key Duplicate and offset selection by 10 times Mac: Opt+Shift+ Arrow keys Win: Alt+Shift+A rrow keys

distance amount entered in the Units & Increments Preferences.

TYPOGRAPHY

■

Transform palette Mac and Win: F9 Selection tool Mac and Win: V

Tip

GRAPHICS

Direct Selection tool Mac and Win: A

You can access the Move dialog by selecting an object and Option/Alt-clicking the X or Y icons located in the Control bar. COLOR OUTPUT

179

8.2 Related Tasks

Resizing Objects

To resize an object, you must first select it with the Selection tool, and then perform any one of the following actions:

2.7

Object Menu

3.2

Control Bar

3.3

Selection Tool

constrain proportions as you drag. To scale an object’s contents at the same time,

3.4

Direct Selection and Position Tools

press Command (Mac) or Ctrl (Windows) as you drag.

3.12

Scale Tool

3.14

Free Transform Tool

4.11

Object and Layout Palettes

5.6

Grids Preferences

■

Drag one of the object’s frame nodes with the Selection tool. Press the Shift key to

Shortcuts Increase/decrease size of selected object by 1% Mac: Cmd+> (increase) / Cmd+< (decrease) Win: Ctrl+> (increase) / Ctrl+< (decrease) Increase/decrease size of selected object by 5% Mac: Opt+Cmd+ > (increase) /Opt+ Cmd+< (decrease) Win: Alt+Ctrl+ >(increase) / Alt+ Ctrl+< (decrease)

Resizing the container ■

Resizing the containers and its contents

To scale a container and its contents, enter new scale X and Y percentages or new width and height values in either the Transform palette or Control bar.

Resize container and contents Mac: Selection tool+Cmd-drag Win: Selection tool+Ctrl-drag Resize container and contents proportionately Mac: Selection tool+Shift+Cmd-drag Win: Selection tool+Shift+Ctrl-drag

180

■

Resizing Objects

(continued)

Related Tasks

Press S to access the Scale tool, then click and drag. Press the Shift key to constrain proportions or limit the scale to one axis.

Guides & Pasteboard Preferences

6.21

Snapping to Document Grid

7.1

Frame/Shape Overview

7.2

Selection Tool vs. Direct Selection Tool

8.3

Rotating Objects

8.17

Enabling Layout Adjustment

12.6

Resizing Placed Images

■

Access the Scale dialog by choosing Object > Transform > Scale. Enter values for UniShortcuts

form or Non-Uniform scaling and click OK. Note: To resize the container without its contents, uncheck the Scale Content option in the dialog before clicking OK.

Transform palette Mac and Win: F9

TYPOGRAPHY

13.10 Resizing Tables

PAGE BUILDING

5.7

WORKSPACE

8.2

Selection tool Mac and Win: V Direct Selection tool Mac and Win: A

Free Transform tool Mac and Win: E

■

GRAPHICS

Scale tool Mac and Win: S

Tip

Press E to access the Free Transform tool and click and drag. Press the Shift key to constrain proportions.

COLOR

You can access the Scale dialog by selecting an object and double-clicking the Scale tool icon in the Toolbox.

OUTPUT

181

8.3 Related Tasks

Rotating Objects

There are several ways to rotate objects in InDesign. All of the methods described here rotate from the reference point selected in the reference point icon in the Control bar and

2.7

Object Menu

3.2

Control Bar

3.3

Selection Tool

3.4

Direct Selection and Position Tools

3.11

Rotate Tool

Rotate tool, then click and drag. Press the Shift key as you drag to constrain rotation

3.14

Free Transform Tool

angles to 45˚ increments.

4.11

Object and Layout Palettes

5.6

Grids Preferences

5.7

Guides & Pasteboard Preferences

Transform palette. The default reference point is the absolute center of the object; however, you can reposition it by clicking a different square in the reference point icon. To rotate an object, perform any one of the following actions: ■

Select the object you would like to rotate by clicking its frame or shape edge with the

Shortcuts Apply Transform palette values and copy selected object Mac: Opt+Return Win: Alt+Enter Apply Transform palette width, height, or scale percentage values proportionately Mac: Cmd+Return Win: Ctrl+Enter

■

The crosshair target that appears in the center of the selected object indicates the reference point for rotation. You can reposition it anywhere in the document window by clicking and dragging.

Transform palette Mac and Win: F9

182

■

Rotating Objects

(continued)

Related Tasks

Select the object you would like to rotate with the Selection tool. Enter a value in the Rotation Angle field located in the Transform palette or Control bar. You can also

Snapping to Document Grid

7.1

Frame/Shape Overview

7.2

Selection Tool vs. Direct Selection Tool

8.1

Moving Objects

8.2

Resizing Objects

8.17

Enabling Layout Adjustment

10.2

Scaling and Skewing Type

■

12.6

Resizing Placed Images

Access the Rotate dialog by choosing Object > Transform > Rotate. Enter an Angle

Shortcuts Selection tool Mac and Win: V

TYPOGRAPHY

value and click OK.

PAGE BUILDING

6.21

select a preset value from the pop-up menu or from the Transform palette menu.

WORKSPACE

8.3

Direct Selection tool Mac and Win: A Rotate tool Mac and Win: R Mac and Win: O

Select the object you would like to rotate by clicking its frame or shape edge with

Free Transform tool Mac and Win: E

the Free Transform tool. Hover your mouse over one of the corner nodes. When the left/right arrow icon appears, click and drag. Press the Shift key as you drag to con-

GRAPHICS

■

Tip

strain rotation angles to 45˚ increments.

COLOR

To apply a transformation to an object and its contents, make sure that the Transform Content option is checked in the Transform palette fly-out menu.

OUTPUT

183

8.4 Related Tasks 2.7

Object Menu

3.2

Control Bar

3.3

Selection Tool

3.4

Direct Selection and Position Tools

3.14

Free Transform Tool

4.11

Object and Layout Palettes

5.6

Grids Preferences

5.7

Guides & Pasteboard Preferences

Flipping Objects

There are several ways to flip objects in InDesign. All of the methods described here flip objects using the point selected in the reference point icon in the Control bar and Transform palette. The default reference point is the absolute center of the object; however, you can reposition it by clicking a different square in the reference point icon. To flip an object, perform any one of the following actions: ■

Click the Transform palette menu button and choose Flip Horizontal, Flip Vertical, or Flip Both.

Shortcuts Apply Transform palette values and copy selected object Mac: Opt+Return Win: Alt+Enter Apply Transform palette width, height, or scale percentage values proportionately Mac: Cmd+Return Win: Ctrl+Enter Transform palette Mac and Win: F9

184

■

Flipping Objects

(continued)

Related Tasks

Enter a negative Scale X or Scale Y Percentage value in the Transform palette or Control bar.

Select one of the object’s frame nodes with the Selection tool and drag it past the

Snapping to Document Grid

7.1

Frame/Shape Overview

7.2

Selection Tool vs. Direct Selection Tool

8.1

Moving Objects

8.2

Resizing Objects

8.17

Enabling Layout Adjustment

10.2

Scaling and Skewing Type

12.6

Resizing Placed Images

opposite side. Press A to switch to the Direct Selection tool and drag one of the object’s line seg-

Shortcuts

ments past the opposite side. ■

Selection tool Mac and Win: V

Select the object you would like to flip by clicking its frame or shape edge with the Free Transform tool. Drag one of the object’s frame nodes past the opposite side.

TYPOGRAPHY

■

PAGE BUILDING

■

6.21

WORKSPACE

8.4

Direct Selection tool Mac and Win: A Free Transform tool Mac and Win: E

To apply a transformation to an object and its contents, make sure that the Transform Content option is checked in the Transform palette fly-out menu.

GRAPHICS

Tip

COLOR OUTPUT

185

8.5 Related Tasks

Shearing Objects

InDesign provides several ways to shear objects. All of the methods described here do so from the reference point selected in the reference point icon in the Control bar and Trans-

2.7

Object Menu

3.2

Control Bar

3.3

Selection Tool

3.4

Direct Selection and Position Tools

3.13

Shear Tool

Shear tool and click and drag. Press the Shift key as you drag to constrain along the

3.14

Free Transform Tool

horizontal axis.

4.11

Object and Layout Palettes

5.6

Grids Preferences

form palette. The default reference point is the absolute center of the object; however, you can reposition it by clicking a different square in the reference point icon. To shear an object, perform any one of the following actions: ■

Select the object you would like to shear by clicking its frame or shape edge with the

Shortcuts Apply Transform palette values and copy selected object Mac: Opt+Return Win: Alt+Enter Apply Transform palette width, height, or scale percentage values proportionately Mac: Cmd+Return Win: Ctrl+Enter ■

Transform palette Mac and Win: F9

Select the object you would like to shear with the Selection tool, and enter a value in the shear X angle field located in the Transform palette or Control bar. You can also select a preset value from the pop-up menu.

186

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Shearing Objects

(continued)

Related Tasks

Select the object you would like to shear with the Selection tool. Access the Shear dialog by choosing Object > Transform > Shear and enter a value for Shear Angle. Choose

Guides & Pasteboard Preferences

6.21

Snapping to Document Grid

7.1

Frame/Shape Overview

7.2

Selection Tool vs. Direct Selection Tool

8.1

Moving Objects Resizing Objects

8.17

Enabling Layout Adjustment

10.2

Scaling and Skewing Type

12.6

Resizing Placed Images

Select the object you would like to shear by clicking its frame or shape edge with the Free Transform tool. As you begin to click and drag a side node, hold down the Option+Command key (Mac) or the Ctrl+Alt key (Windows). Press the Shift key as you drag to constrain vertically or horizontally.

Shortcuts

TYPOGRAPHY

■

8.2

PAGE BUILDING

5.7

an axis (Horizontal, Vertical, or specified Angle) and click OK.

WORKSPACE

8.5

Selection tool Mac and Win: V Direct Selection tool Mac and Win: A

Free Transform tool Mac and Win: E

GRAPHICS

Shear tool Mac and Win: O

Tips

COLOR

You can access the Shear dialog by selecting an object and double-clicking the Shear tool icon in the Toolbox. To apply a transformation to an object and its contents, make sure that the Transform Content option is checked in the Transform palette fly-out menu.

OUTPUT

187

8.6 Related Tasks 2.7

Object Menu

3.3

Selection Tool

3.4

Direct Selection and Position Tools

7.3

Selecting Multiple Objects

8.1

Moving Objects

8.2

Resizing Objects

8.3

Rotating Objects

8.7

Selecting Objects within a Group

8.8

Grouping and Ungrouping Objects

At some point you may want to move, resize, or transform multiple items at once. The best thing to do in this instance is group the items first and then apply the action. To group in InDesign, select multiple objects with either selection tool and choose Object > Group or press Command+G (Mac) or Ctrl+G (Windows). A dotted rectangle appears around the objects indicating that they are now grouped. You can then apply an action

Nesting Grouped Objects

Selected objects

to all the objects at once. To ungroup, select the group with the

Shortcuts

Selection tool and choose Object > Ungroup or press Shift+Cmd+G (Mac)

Group Mac: Cmd+G Win: Ctrl+G

or Shift+Ctrl+G (Windows). The dotted rectangle disappears!

Ungroup Mac: Shift+Cmd+G Win: Shift+Ctrl+G Temporarily select Group Selection tool Mac: Direct Selection tool+Opt Win: Direct Selection tool+Alt Transform palette Mac and Win: F9

Grouped objects

Selection tool Mac and Win: V Direct Selection tool Mac and Win: A

Tip It is possible to select multiple groups and group them, creating a group of groups!

Grouped objects scaled 188

Selecting Objects within a Group Related Tasks

Grouping multiple objects is easy, but what if you want to select and transform an object within a group?

Object Menu

3.3

Selection Tool

3.4

Direct Selection and Position Tools

3.11

Rotate Tool

3.12

Scale Tool

3.13

Shear Tool

3.14

Free Transform Tool

PAGE BUILDING

2.7

WORKSPACE

8.7

Shortcuts

Ungroup Mac: Shift+Cmd+G Win: Shift+Ctrl+G

TYPOGRAPHY

Group Mac: Cmd+G Win: Ctrl+G

To select an object that is part of a group, click directly on a path segment with the Direct Selection tool. Shift-click to select multiple objects in the group.

Temporarily select Group Selection tool Mac: Direct Selection tool+Opt Win: Direct Selection tool+Alt GRAPHICS COLOR

To move, resize, or transform the object, you must select the entire path by clicking directly on its center point or Option/Alt-clicking on a path segment with the Direct Selection tool (also referred to as the Group Selection tool). You will know that the entire path is selected when all of the points of the path appear solid rather than hollow.

OUTPUT

189

8.7 Related Tasks 4.11

Object and Layout Palettes

7.3

Selecting Multiple Objects

8.1

Moving Objects

8.2

Resizing Objects

8.3

Rotating Objects

8.6

Grouping and Ungrouping Objects

8.8

Nesting Grouped Objects

Selecting Objects within a Group

(continued)

Once an object in a group is selected with the Direct Selection tool, press V to select it with the Selection tool and change its shape by dragging any of its nodes. You can move the grouped object with the Selection tool by clicking its center point and dragging.

Shortcuts Transform palette Mac and Win: F9 Selection tool Mac and Win: V

Left: An object selected within a group and resized with the Selection tool. Right: An object selected within a group and moved by clicking its center point and dragging with the Selection tool.

Direct Selection tool Mac and Win: A

Tip You can reset a grouped transformation value (such as a 20˚ shear back to 0˚) by choosing Transform Group Content from the Transform palette menu. This makes the formerly transformed amount (20˚) the new starting point for future transformations (0˚).

To place a graphic into a grouped object, select it with the Direct Selection tool and choose File > Place, or press Command+D (Mac) or Ctrl+D (Windows). You can select the contents of a grouped object by clicking directly on it with the Direct Selection tool.

190

Nesting Grouped Objects Related Tasks

Grouping allows you to nest more than one object at a time. This is great for creating custom, editable logos and icons much like you would in programs such as Adobe Illustrator or Macromedia FreeHand. To give this a try, follow these simple steps:

Object Menu

3.3

Selection Tool

3.4

Direct Selection and Position Tools

7.1

Frame/Shape Overview

7.3

Selecting Multiple Objects

1 Select multiple items and choose Object > Group or press Command+G (Mac) or Ctrl+G (Windows). 2 Copy the group to the Clipboard by 7.9

Nesting Objects

mand+C (Mac) or Ctrl+C (Windows).

8.6

Grouping and Ungrouping Objects

8.7

Selecting Objects within a Group

3 Select the object you would like to paste the group into with the Selection tool and choose Edit > Paste Into.

A selected group

Shortcuts Copy to Clipboard Mac: Cmd+C Win: Ctrl+C

TYPOGRAPHY

choosing Edit > Copy or pressing Com-

PAGE BUILDING

2.7

WORKSPACE

8.8

Paste Into Mac: Opt+Cmd+V Win: Alt+Ctrl+V

Ungroup Mac: Shift+Cmd+G Win: Shift+Ctrl+G

GRAPHICS

Group Mac: Cmd+G Win: Ctrl+G

Transform palette Mac and Win: F9

Left: before Paste Into; right, after Paste Into Selection tool Mac and Win: V

4 Option/Alt-click the nested group with

Direct Selection tool Mac and Win: A

Selection tool) and move, resize, or transform it within its new object con-

COLOR

the Direct Selection tool (a.k.a. the Group

Tip

tainer. You can also select and transform individual objects in the nested group

Scaling the nested group 191

OUTPUT

To select all the items in a group with the Group Selection tool, click a path segment of one of the objects with the Direct Selection tool, and then Option/Alt-click twice.

with the Group Selection tool.

8.9 Related Tasks 2.7

Object Menu

3.3

Selection Tool

Stacking, Arranging, and Locking Objects

When placing objects on top of one another (called stacking), you may find it challenging to try and individually select the objects positioned in the lower layers of the stacking order

Direct Selection and Position Tools

and rearrange them—especially if you are using transparency and can see right through

4.11

Object and Layout Palettes

To select through the stacking order, press the Command key (Mac) or Ctrl key (Windows)

7.1

Frame/Shape Overview

7.3

Selecting Multiple Objects

3.4

all the objects in the stack! An object may appear to be in front when it is actually in back.

and click. The first click selects the topmost object and every click afterward selects the next object below. Keep clicking until you get to the object you’re trying to select.

Shortcuts Bring Forward Mac: Cmd+] Win: Ctrl+] Bring to Front Mac: Shift+Cmd+] Win: Shift+Ctrl+] Send Backward Mac: Cmd+[ Win: Ctrl+[ Send To Back Mac: Shift+Cmd+[ Win: Shift+Ctrl+[

Left: Click once to select the topmost object in the stack. Right: Cmd/Ctrl-click to select the next object below.

Select first object above Mac: Opt+Shift+Cmd+] Win: Alt+Shift+Ctrl+]

You can rearrange the order of stacked objects by selecting them and choosing one of the four commands located under the Object > Arrange submenu: Bring To Front, Bring Forward, Send Backward, and Send To Back. Or you can use any of the assigned keyboard shortcuts for arranging (see the list under Shortcuts), or access the commands through the contextual menu (Mac: Control-click; Windows: right-click).

Bring To Front 192

Send Backward

Stacking, Arranging, and Locking Objects (continued)

Related Tasks Grouping and Ungrouping Objects

8.7

Selecting Objects within a Group

8.11

Aligning Objects

8.12

Distributing Objects

8.16

Placing Objects on Layers

PAGE BUILDING

8.6

WORKSPACE

8.9

Shortcuts Send To Back

To lock an object, select it with either selection tool and choose Object > Lock Position, or press Command+L (Mac) or Ctrl+L (Windows). Locking an object prevents you from

Select next object above Mac: Opt+Cmd+] Win: Alt+Ctrl+]

deleting or transforming it in any way, although you can still select it and edit any text or formatting attributes (stroke, fill color, corner effects, apply object styles, etc). To lock an object even more securely (so that it cannot be selected or edited at all), place it on its

TYPOGRAPHY

Select last object below Mac: Opt+Shift+Cmd+[ Win: Alt+Shift+Ctrl+[

Bring Forward

Select next object below Mac: Opt+Cmd+[ Win: Alt+Ctrl+[

own layer and click the lock toggle icon in the Layers palette.

Unlock position Mac: Opt+Cmd+L Win: Alt+Ctrl+L

Left, a locked object; right, a locked layer

GRAPHICS

Lock position Mac: Cmd+L Win: Ctrl+L

Tip

To unlock an object, select it with either selection tool and choose Object > Unlock

193

OUTPUT

Position or press Opt+Cmd+L (Mac) or Alt+Ctrl+L (Win).

COLOR

Warning! The keyboard commands for selecting stacked objects refer to the placed order of all items on the page, and not their visual order. Therefore when using these shortcuts, do not panic if you wind up selecting various page items that are not at all related to the stack you are focusing on. This is not a bug in the application—it is just one of those little InDesign quirks!

8.10 Related Tasks 2.4

Edit Menu

3.3

Selection Tool

3.4

Direct Selection and Position Tools

Duplicating Objects

To duplicate an object, you must first select it with either selection tool, and then perform any one of the following actions: ■

Copy the selected item to the Clipboard by choosing Edit > Copy or pressing Command+C (Mac) or Ctrl+C (Windows). You can then paste the object by choosing Edit > Paste or pressing Command+V (Mac) or Ctrl+V (Windows). By default the object is placed in the center of the page, unless you choose Edit > Paste In Place, which places the copy directly in front of the original.

Shortcuts ■

Copy to Clipboard Mac: Cmd+C Win: Ctrl+C

Choose Edit > Duplicate to copy/paste a selected object all in one step. For placement, the Duplicate command uses the current Horizontal Offset and Vertical Offset values set in the Step And Repeat dialog. Note: As an alternative method of pasting in place, try

Paste Mac: Cmd+V Win: Ctrl+V

setting the Horizontal/Vertical Offset amounts to 0 in the Step And Repeat dialog. This allows you to paste the duplicated object

Paste Into Mac: Opt+Cmd+V Win: Alt+Ctrl+V

directly in front of the original when using the Duplicate command.

Paste without formatting Mac: Shift+Cmd+V Win: Shift+Ctrl+V ■

Paste in place Mac: Opt+Shift+Cmd+V Win: Alt+Shift+Ctrl+V

To duplicate and distribute several copies of a selected object, choose Edit > Step And Repeat. When the dialog opens, enter settings for Repeat Count and Horizontal/ Vertical Offset. Click OK to duplicate and distribute.

Duplicate Mac: Opt+Shift+Cmd+D Win: Alt+Shift+Ctrl+D Step and repeat Mac: Opt+Cmd+U Win: Alt+Ctrl+U

■

194

Hold down the Option/Alt key and drag. It doesn’t get any easier than this!

■

Duplicating Objects

(continued)

Related Tasks

Enter a transformation value in one of the move, scale, shear, or rotation fields located in the Transform palette or Control bar and press Option+Return (Mac) or Alt+Enter

4.11

Object and Layout Palettes

12.5

Copying to and from Adobe Illustrator

(Windows). This transforms a copy of the original.

Apply Transform palette values and copy selected object Mac: Opt+Return Win: Alt+Enter

PAGE BUILDING

Shortcuts

WORKSPACE

8.10

Transform Again Mac: Opt+Cmd+3 Win: Alt+Ctrl+3

Duplicate and offset selection by 10 times the Cursor Key distance Mac: Opt+Shift+ Arrow keys Win: Alt+Shift+ Arrow keys

Selection tool Mac and Win: V

GRAPHICS

Transform palette Mac and Win: F9

You can also transform and copy through the Move, Scale, Shear, or Rotate dialogs. Access the dialog and enter your preferred settings, then click the Copy button.

TYPOGRAPHY

Duplicate and offset selection Mac: Opt+Arrow keys Win: Alt+Arrow keys

Direct Selection tool Mac and Win: A

Tip COLOR

With an object selected, you can access the Scale, Rotate, and Shear dialogs by Option/ Alt-clicking their respective icons in the Transform palette. Option/Alt-click the X or Y location icons to access the Move dialog.

OUTPUT

To transform and copy multiple times sequentially, make your initial transformation, and then choose Object > Transform Again > Transform Again or press Opt+Cmd+3 (Mac) or Alt+Ctrl+3 (Windows). Continue to apply the command as many times as needed. 195

8.11 Related Tasks 3.3

Selection Tool

3.4

Direct Selection and Position Tools

4.11

Object and Layout Palettes

8.1

Moving Objects

8.3

Rotating Objects

8.9

Stacking, Arranging, and Locking Objects

8.12

Distributing Objects

Aligning Objects

You can position multiple selected objects in a document precisely using the Align palette. Simply select two or more objects and click one of the preset buttons located at the top of the palette.

Original two objects

Shortcuts Align palette Mac and Win: Shift+F7

Align Left Edges

Transform palette Mac and Win: F9

Align Horizontal Centers

Align Right Edges

Apply Transform palette values and copy selected object Mac: Opt+Return Win: Alt+Enter

Align Top Edges Duplicate and offset selection Mac: Opt+Arrow keys Win: Alt+Arrow keys Duplicate and offset selection by 10 times the Cursor Key distance Mac: Opt+Shift+ Arrow keys Win: Alt+Shift+ Arrow keys Selection tool Mac and Win: V Direct Selection tool Mac and Win: A

Tip You can select and align objects that are placed on different layers.

196

Align Vertical Centers

Align Bottom Edges

Distributing Objects Related Tasks

In addition to the alignment controls, the Align palette allows you to precisely distribute multiple selected objects and their spacing both vertically and horizontally. Choose Show Options from the palette menu to access the Distribute Spacing controls.

Selection Tool

3.4

Direct Selection and Position Tools

4.11

Object and Layout Palettes

8.1

Moving Objects

To distribute, select two or more objects and click one of the preset buttons located in the palette.

Shortcuts

PAGE BUILDING

3.3

WORKSPACE

8.12

Align palette Mac and Win: Shift+F7 Transform palette Mac and Win: F9 TYPOGRAPHY

Apply Transform palette values and copy selected object Mac: Opt+Return Win: Alt+Enter Duplicate and offset selection Mac: Opt+Arrow keys Win: Alt+Arrow keys

Original objects

GRAPHICS COLOR

Objects distributed horizontally within the boundaries of the selection

OUTPUT

197

8.12

Distributing Objects

(continued)

Related Tasks 8.3

Rotating Objects

8.9

Stacking, Arranging, and Locking Objects

8.11

6p0 6p0

Aligning Objects

6p0

Shortcuts

Distribute Top Edges

Duplicate and offset selection by 10 times the Cursor Key distance Mac: Opt+Shift+ Arrow keys Win: Alt+Shift+ Arrow keys

Distribute Vertical Centers

Distribute Bottom Edges

6p0

6p0 6p0

Distribute Left Edges

Distribute Horizontal Centers

Distribute Right Edges

Selection tool Mac and Win: V

The Use Spacing option as applied to each Distribute Objects control

Direct Selection tool Mac and Win: A

Tip You can select and distribute objects that are placed on different layers.

3p0 3p0

Distribute Horizontal Space

Distribute Vertical Space

The Use Spacing option as applied to each Distribute Spacing control

198

Saving Objects to a Library Related Tasks

Libraries are great for storing objects that you know you will use repeatedly in your layouts. Common items such as logos, end marks, icons, formatted tables, and even style samples are all perfect candidates for storing in a library. Once the objects are saved in the

2.3

File Menu

3.3

Selection Tool

WORKSPACE

8.13

library, you can place them into your layouts by dragging them from the Library palette. Shortcuts

To save objects into a library, you must first create one by choosing File > New > Library.

Open Mac: Cmd+O Win: Ctrl+O

appears on your screen.

Selection tool Mac and Win: V

PAGE BUILDING

Enter a name in the File Name field and then click the Save button. A new Library palette

Direct Selection tool Mac and Win: A

TYPOGRAPHY GRAPHICS

Add as many objects as you want to a saved library by dragging them into the palette.

COLOR OUTPUT

You can change an item’s name, specify an object type, or add an item description in the Item Information dialog. Access it by double-clicking the object in the library list or clicking the library item information button located at the bottom of the Library palette.

199

8.13

Saving Objects to a Library

(continued)

Related Tasks 3.4

Direct Selection and Position Tools

4.22

Book and Library Palettes

Tip You can only open the Library palette by creating or opening a saved library under the File menu—it is not listed under the Window menu.

To search for objects in the library by item name, creation date, object type, or description, click the Show Library Subset button located at the bottom of the Library palette. When the dialog opens, enter your search parameters and click OK. Any found items appear in the Library palette by themselves.

A saved library can contain shapes, frames, text items, and even placed graphics. Placed graphics appear as links when dragged into a document from a library, and editable text items require that all necessary fonts be loaded on your system. You can also add items to a library by selecting an object on the page and choosing Add Item from the Library palette fly-out menu or clicking the New Library Item button. To save all the objects on a targeted page as one library item, choose Add Items On Page from the palette menu. To save all of the objects on a targeted page as separate library items, choose Add Items On Page As Separate Objects. Note: Locked or hidden objects cannot be stored in a library using these commands. You can update a library item that has been modified in the document by choosing Update Library Item from the palette fly-out menu. To close the library, click the Close Palette Window button (Mac) or the Close button (Windows) or choose Close Library from the palette menu. You can reopen it later by choosing File > Open and browsing to the library’s stored location on your system.

200

Deleting Objects Related Tasks

In the heat of what I call “design mode” you may find yourself surrounded by the remains of abandoned layout ideas. When this happens, it’s time to win back control of your creative mess… um, I mean kingdom… and start deleting unused objects. To delete objects from your InDesign layouts, first use either selection tool to select the

Edit Menu

3.3

Selection Tool

3.4

Direct Selection and Position Tools

object(s) you want to delete, then do one of the following: ■

Press the Delete or Backspace key.

■

Choose Edit > Clear.

■

Drag the selected object(s) to the Trash icon in the dock (Mac OS X only).

4.9

Layers Palette

6.14

Deleting Master Pages

8.16

Placing Objects on Layers

PAGE BUILDING

2.4

WORKSPACE

8.14

Shortcuts

Selection tool Mac and Win: V

Note: Deleting master pages and Direct Selection tool Mac and Win: A

layers also deletes all objects placed

TYPOGRAPHY

Clear Mac: Delete Win: Backspace

on them—and some of them may still be applied to your document

Tip

pages. However, any time you are containing applied objects, a warning dialog appears. Click Yes if you are sure you want to delete and No if

GRAPHICS

Ruler guides can also be selected and deleted.

about delete a master page or layer

you have a sudden change of heart.

COLOR OUTPUT

201

8.15 Related Tasks 4.9

Layers Palette

8.16

Placing Objects on Layers

Creating and Naming a New Layer

The great thing about using layers in InDesign is that you can place multiple versions of a design all in one document with very few pages involved. The Layers palette allows you to separate various objects in a layout by placing them on different layers. By toggling layer visibility on or off, you can view different design compositions and create PDFs of them for your client.

Shortcuts

Before you can place objects on layers, you first need to create them. By default, all new

Layers palette Mac and Win: F7

documents start with one layer. Use either one of the following methods to create additional layers:

Select all objects on layer Mac: Opt-click layer Win: Alt-click the layer name

■

Click the Create New Layer button located at the bottom of the Layers palette. When the new layer appears at the top of the palette list, double-click it and enter a name in the Layer Options dialog.

Copy selection to new layer Mac: Opt-drag square icon to new layer in the palette Win: Alt-drag square icon to new layer in the palette

Tips To access the New Layer dialog, Option/Alt-click the Create New Layer icon located at the bottom of the Layers palette.

■

Choose New Layer from the Layers palette fly-out menu. When the Layer Options dialog appears, enter a name for it and click OK. New layers appear at the top of the palette list.

For organizational purposes, it’s always a good idea to name your layers.

NEW LAYERS: FROM TOP TO BOTTOM By default, new layers always appear at the top of the list in the Layers palette. However, if you’d like to create a new layer directly underneath the layer you currently have selected, press Command+Option (Mac) or Ctrl+Alt (Windows) and click the Create New Layer button or choose New Layer Below from the palette fly-out menu. To create a new layer directly above the one you currently have selected, press Command (Mac) or Ctrl (Windows).

202

Placing Objects on Layers Related Tasks

Once you’ve created a new layer, select the original layer in the Layers palette. Then select the items you’d like to place on the new layer. Once you do, a small square appears to the far right of the original layer’s name in the Layers palette.

4.9

Layers Palette

8.16

Placing Objects on Layers

Click the square and drag it to the new layer. That’s all

WORKSPACE

8.16

there is to it! The objects are now on separate layers. Layers palette Mac and Win: F7

color. Every layer you create has an assigned color. These colors are applied to the outline frames of all your selections

Select all objects on layer Mac: Opt-click layer Win: Alt-click layer

to indicate which layers the objects are placed on. If you know ahead of time which layer you’d like to place an object on before it is created

PAGE BUILDING

Shortcuts

Notice that the outline frames of your selection have changed

or dragged in from a library, select it from the Layers palette first.

TYPOGRAPHY

Copy selection to new layer Mac: Opt-drag square icon to new layer in the palette Win: Alt-drag square icon to new layer in the palette

Tip

To view a single layer and no others, Option/Alt-click the layer’s Eye icon in the Layers palette.

GRAPHICS

Unlike with Adobe Photoshop, you do not have to select the layer that an object is placed on in order to select in the document.

COLOR OUTPUT

203

8.17 Related Tasks 1.3

The Document Window

2.3

File Menu

2.5

Layout Menu

4.15

Pages Palette

5.6

Grids Preferences

5.7

Guides & Pasteboard Preferences

6. 8

Adding, Arranging, and Deleting Pages

Enabling Layout Adjustment

Unfortunately in the design world, last-minute changes happen more frequently than not. Having to rework a complicated layout to compensate for changes is always a stress nightmare, especially when it happens on a tight deadline. I recommend preparing ahead of time for impending disaster and enabling the Layout Adjustment option. It’s the best way to protect yourself from having to perform hours of unnecessary extra work. With this option enabled, you can resize a document, apply new margin and column settings, apply totally different master pages, and even change page orientation without reworking anything—InDesign adjusts the page items for you! You can turn this option on in the Layout Adjustment dialog. Choose Layout > Layout Adjustment and click the Enable Layout Adjustment check box. The other settings in the dialog determine which items in the document InDesign is allowed to automatically adjust: graphics and groups, ruler guides, and/or locked objects and layers.

Shortcuts New Master dialog Mac: Cmd+Opt-Click Create New Page button Win: Ctrl+Alt-click Create New Page button

Layout Adjustment relies on proper guide placement, since it uses margin, column, and ruler guides to calculate how page items are resized and repositioned.

Create New Master Spread Mac: Cmd-click Create New Page button Win: Ctrl-click Create New Page button

The Snap Zone amount entered in the dialog indicates how close page items need be to the document guides in order for auto adjustment to occur. Layout Adjustment also works better if you keep the Ignore Ruler Guide Alignments option turned off. By doing so, you are telling InDesign to use ruler guides in addition to page edges and margin/

Apply master to selected page Mac: Opt-click Master Win: Alt-click Master

column guides to recalculate. The next step is to set up your master pages properly. Make sure all of your master page guides are in position for added document page items to snap to. You can turn the snap function on by choosing View > Grids & Guides > Snap To Guides.

Master Page A

204

Enabling Layout Adjustment

(continued)

Related Tasks

Now it’s time to set up a document layout using these master pages.

6.10

Targeting vs. Selecting Pages

6.11

Creating Master Pages

6.13

Applying Master Pages

6.15

Creating and Applying Parent/Child Master Pages

6.16

Overriding Master Page Items

Shortcuts Override all master page items for selected spread Mac: Cmd+Opt+Shift+L Win: Ctrl+Alt+Shift+L

TYPOGRAPHY

Creating Multipage Spreads and Master Pages PAGE BUILDING

Master Page B—notice the difference in margin/column and ruler guides.

6.9

WORKSPACE

8.17

Show/hide guides Mac: Cmd+; Win: Ctrl+;

A basic layout with Master Page A applied.

GRAPHICS

Show/hide rulers Mac: Cmd+R Win: Ctrl+R

As you’re designing, be sure to add ruler guides for your page items to snap to. You can also use the margin and column guides.

COLOR OUTPUT

205

8.17 Related Tasks 6.18

Adjusting Ruler Guides

6.19

Adjusting Margin and Column Guides

6.20

Aligning to Baseline Grid

8.1

Moving Objects

8.2

Resizing Objects

9.2

Threading and Unthreading Text Frames

Enabling Layout Adjustment

(continued)

As a test, let’s apply Master Page B to one of the pages of our spread and see what happens. In the Pages palette, click and drag Master Page B on top of the second page of the document spread.

Shortcuts Lock guides Mac: Opt+Cmd+; Win: Alt+Ctrl+;

It works! All of the page items have been resized and repositioned to fit the newly

Snap to guides Mac: Shift+Cmd+; Win: Shift+Ctrl+;

applied master style. Now let’s try applying a much

Select all guides on a page or spread Mac: Opt+Cmd+G Win: Alt+Ctrl+G

more drastic change. Under the File menu, choose Document Setup. When the dialog

Pages palette Mac and Win: F12

opens, change the Orientation setting from Portrait to

Tip

Landscape and click OK.

When applied, Layout Adjustment never scales editable text in a text frame.

By setting up your documents properly ahead of time and enabling Layout Adjustment, you can make last-minute changes a lot less painful. 206

9

WORKSPACE

C H A P T E R

Working with Text can certainly attract a reader’s attention, but the text is what actually communicates the message. Therefore, it is essential to learn and understand the many ways of working with text in InDesign.

PAGE BUILDING

IN MANY WAYS, TEXT is the most important part of a layout. Colorful graphics and images

In this chapter we will explore the various methods of importing, flowing, viewing, and editing text. We will cover how to use the Story Editor, the Check Spelling palette, Find/Change, Find Font, and all of the dialogs for importing text from Word documents, RTF files, InDesign tagged text, and XML.

■

9.2

Threading and Unthreading Text Frames

■

9.3

Importing Text

■

9.4

Importing Tagged and ASCII Text

■

9.5

Importing XML

■

9.6

Flowing Text

■

9.7

Filling with Placeholder Text

■

9.8

Editing Using the Story Editor

■

9.9

Changing Case

■

9.10 Check Spelling

■

9.11 Editing the Dictionary

■

9.12 Using the Dictionary with Foreign Languages

■

9.13 Font Overview

■

9.14 Find/Replace Missing Fonts

■

9.15 Applying Find/Change

COLOR

Text Frame Options

GRAPHICS

9.1

TYPOGRAPHY

■

OUTPUT

9.1 Related Tasks 2.7

Object Menu

3.2

Control Bar

3.3

Text Frame Options

Every text frame that you create has its own set of options that can affect the way text is displayed in a document. To access these options, select a text frame with either selection tool (or click it with the Type tool), then choose Object > Text Frame Options or press Command+B (Mac) or Ctrl+B (Windows).

Selection Tool

Click the General tab at the top of the dialog to access the following options: Shortcuts
Number of Columns Set the

Type tool Mac and Win: T

number of columns for a new or selected text frame or group of text frames.

Selection tool Mac and Win: V

 Column Width Apply a specific text

frame column width.  Gutter Apply a specific amount of

space between columns.  Fixed Column Width Check this

box to maintain specified column and gutter width settings when the frame is scaled, or made wider or narrower.  Inset Spacing Apply a specific

amount of inset spacing at the top, bottom, left, or right of each column in the text frame.  Vertical Justification Align Click the menu to apply Top, Center, Bottom, or Justified vertical

text alignment in the frame.  Paragraph Spacing Limit Apply a limit for paragraph spacing when applying Justified vertical

alignment. This value sets the maximum amount of space allowed between paragraphs in the text frame when justified. InDesign adjusts the leading of each line to up to the amount entered. Enter higher values to prevent a change in leading.  Ignore Text Wrap Check this box to allow a text frame not to be affected by surrounding text wraps.

208

Text Frame Options (continued) Related Tasks 3.4

WORKSPACE

9.1

Direct Selection and Position Tools Type Tools

4.21

Type and Tables Palettes

Shortcuts Text frame options Mac: Cmd+B Win: Ctrl+B

PAGE BUILDING

3.6

Place Mac: Cmd+D Win: Ctrl+D TYPOGRAPHY

Vertical Text Alignment set to Center

Vertical Text Alignment set to Bottom

Vertical Text Alignment set to Justify with a Paragraph Spacing Limit of 0

GRAPHICS

Vertical Text Alignment set to Top

COLOR OUTPUT

209

9.1 Related Tasks 5.6

Grids Preferences

7.1

Frame/Shape Overview

9.2

Threading and Unthreading Text Frames

Text Frame Options (continued)

Baseline Options Click the Baseline Options tab at the top of the dialog to apply custom grid and first baseline settings to a selected frame(s).
First Baseline Offset Apply Ascent,

Cap Height, Leading, X Height, or Fixed First Baseline Offset to the frame. Note: Vertical Text Alignment settings can affect the appearance of First Baseline Offset. The examples shown on the next page have the Vertical Text Alignment set to Top.

Shortcuts Direct Selection tool Mac and Win: A Rectangle Frame tool Mac and Win: F

 Minimum offset amount Apply a

minimum distance amount for use with the Fixed First Baseline Offset option.  Use Custom Baseline Grid Check

this box to enable Custom Baseline Grid options.

 Start Indicate the distance the first line of the baseline grid should be placed relative to the top of

the page, margin, frame, or inset.  Relative To Choose Top of Page, Top Margin, Top of Frame, or Top Inset. The Relative To option

affects where the grid line Start point falls (see above).  Increment Every Indicate the uniform distance to place between grid lines. Generally, the cho-

sen document leading amount should be entered here.  Color Choose a baseline grid display color. To apply the color currently assigned to the selected

layer, choose Layer Color (located at the very top of the menu list).

210

Text Frame Options (continued) Related Tasks Importing Text

9.7

Filling with Placeholder Text

13.1

Placing and Editing Text Wraps

Shortcuts When the First Baseline Offset option is set to Ascent, the tops of the uppercase characters almost touch the top of the frame or the frame’s inset (as shown here).

Rectangle tool Mac and Win: M

When the First Baseline Offset option is set to Cap Height, the tops of the uppercase characters touch the top of the frame or inset exactly.

Show/hide baseline grid Mac: Opt+Cmd+’ Win: Alt+Ctrl+’

To set default text frame options, enter settings in the dialog without any frames selected.

GRAPHICS

When the First Baseline Offset option is set to X Height, the tops of the lowercase characters touch the top of the frame or inset exactly, while the uppercase characters extend above.

TYPOGRAPHY

Tip

When the First Baseline Offset option is set to Leading, the characters (of any size or inline graphic height) are placed one leading increment away from the top of the frame or inset.

PAGE BUILDING

9.3

WORKSPACE

9.1

COLOR

When the First Baseline Offset option is set to Fixed, InDesign uses the Min setting entered to determine how far the characters are placed from the top of the frame or inset. The example shown here uses a Min setting of .0625˝.

OUTPUT

211

9.2 Related Tasks

Threading and Unthreading Text Frames

In QuarkXPress this particular task is called “linking and unlinking text boxes.” However,

2.9

View Menu

3.3

Selection Tool

3.4

Direct Selection and Position Tools

ferent name.

3.6

Type Tools

InDesign provides no special tools for “threading and unthreading.” Instead, you must click

3.9

Frame Tools

the in or out “port” of a selected text frame with the Selection or Direct Selection tool.

3.10

Shape Tools

in InDesign it is referred to as “threading and unthreading text frames”—same task, dif-

XPress requires that you use a special “linking or unlinking” tool to perform this task, but

The in port is located at the upper left of the text frame and the out port at the bottom right. Any frame containing text with an empty in and/or out port indicates the text is at

Shortcuts

the beginning or end of the story, respectively.

Type tool Mac and Win: T

A port that contains a triangle indicates that the story is linked to another text frame. An out port containing a plus sign (+) indicates existing “overset” text, meaning that there is

Selection tool Mac and Win: V

more copy to flow. To display the rest of the story, you can either make the current text frame larger, or thread the overset text into another frame.

Direct Selection tool Mac and Win: A

To thread overset text, click the in or out port of a selected text frame with either selection tool and the cursor changes into a loaded text place icon. Click the loaded cursor and

Rectangle Frame tool Mac and Win: F

a frame is drawn for you automatically using default text frame options, or click and draw a frame (also using default text frame options). In either instance the overset text flows into the new frame. You can also click the loaded text place icon in an existing frame to flow overset text.

An empty in port marks the beginning of a story.

Thread icon

An out port with an arrow indicates that this is a threaded text frame. If you have a preexisting text frame that you’d like to thread into, hover the mouse over it until the cursor changes once more—this time into a chain link icon (known as the text thread icon).

212

Threading and Unthreading Text Frames (continued)

Related Tasks Type and Tables Palettes

6.11

Creating Master Pages

7.1

Frame/Shape Overview

9.1

Text Frame Options

9.3

Importing Text

11.5

Creating and Applying Object Styles

PAGE BUILDING

Click the frame and the overset text from the first frame flows into the second. Note: Two text frames containing separate stories can also be threaded this way, merging both stories into one.

4.21

WORKSPACE

9.2

Shortcuts

Show/hide text threads Mac: Opt+Cmd+Y Win: Alt+Ctrl+Y

To unthread, click the in or out port of a selected text frame and the cursor again changes into a loaded text place icon. Hover the mouse over either text frame until the cursor changes yet again— this time into a broken chain link icon (known as the text unthread icon).

TYPOGRAPHY

Rectangle tool Mac and Win: M

Show/hide frame edges Mac: Cmd+H Win: Ctrl+H

All text frames can be threaded, even when they are empty, placed on different layers, or locked in position.

GRAPHICS

Tip

COLOR

Click either frame and the story unthreads, returning the overset set text to the original frame.

OUTPUT

213

9.3 Related Tasks

Importing Text

Text can be typed directly into an InDesign document; however, you’ll most likely find yourself adding text to your layouts by importing it from outside sources. This is standard

2.3

File Menu

2.4

Edit Menu

3.6

Type Tools

it is not uncommon for an editor or a client to send you a text document that has been

4.10

Links Palette

created in an outside application such as Microsoft Word or BBedit.

4.18

Tags Palette

You can import text into an InDesign document from an outside source in one of two

4.21

Type and Tables Palettes

ways: by copying/pasting, and by using the Place command just as you would with a

5.1

General Preferences

fare, as most of us InDesign users are strictly designers and not editors as well. Therefore,

graphic link.

Copy/Paste Shortcuts

You can copy/paste text from just about any outside source, including other applications,

Place Mac: Cmd+D Win: Ctrl+D

emails, and Web browsers. By default, InDesign ignores any text formatting when copy/ pasting. However, if you’d like to preserve formatting when copy/pasting text from an outside source, choose All Information in the When Pasting section of Type Preferences.

General Preferences Mac: Cmd+K Win: Ctrl+K

Importing Microsoft Word and RTF Text To import text from a Word or RTF (Rich Text Format) document, choose File > Place

Type tool Mac and Win: T

and browse to the file’s location on your system. Then, check Show Import Options and click Open.

Copy Mac: Cmd+C Win: Ctrl+C

Tip When importing a text document, hold down the Shift key and click the Open button in the Place dialog to access the import options dialog.

Text imported from a Word doc using the Import Options settings shown above

214

Importing Text

(continued)

Related Tasks Type Preferences

5.3

Advanced Type Preferences

5.4

Composition Preferences

7.4

Selecting Type

17.6

Exporting as XML

PAGE BUILDING

5.2

WORKSPACE

9.3

Shortcuts Paste Mac: Cmd+V Win: Ctrl+V

The Microsoft Word Import Options and RTF Import Options dialogs are divided into

Show Structure Mac: Opt+Cmd+1 Win: Alt+Ctrl+1

three sections: Include, Options, and Formatting.

TYPOGRAPHY

Links palette Mac: Shift+Cmd+D Win: Shift+Ctrl+D

Text imported from an RTF doc using the Import Options settings shown above

Under Include, check the items you’d like to import: Table of Contents Text, Index Text, Tips

Footnotes, and Endnotes. It is also recommended that you check Use Typographer’s Quotes under Options, as this is standard for most InDesign layouts.

There are several additional options for preserving formatting, including Manual Page Breaks, Import Inline Graphics, Import Unused Styles, and Track Changes. You can also choose to import styles automatically or by using a customized style import.

GRAPHICS

You can choose to either merge or append an existing structure when importing XML into a document.

Under Formatting you can choose to either remove or preserve text formatting on import.

Unfortunately, you cannot import QuarkXPress tagged text into InDesign.

When selecting automatic import, InDesign displays style conflicts according to the paragraph and character definitions chosen in the dialog menus. Options include Use InDesign Style Definition, Redefine InDesign Style, and Auto Rename. Use InDesign Style Definition prefers the InDesign style when a style name conflict occurs.

COLOR

Redefine InDesign Style prefers the imported Word or RTF style and actually changes it without changing its name. Auto Rename changes the InDesign style to match the imported Word or RTF style and also assumes its name. Customized Style Import allows you to map InDesign styles to imported Word/RTF styles and vice versa.

OUTPUT

215

9.4 Related Tasks 2.3

File Menu

2.4

Edit Menu

3.6

Type Tools

4.10

Links Palette

4.18

Tags Palette

4.21

Type and Tables Palettes

5.1

General Preferences

Importing Tagged and ASCII Text

To import InDesign tagged text, choose File > Place and browse to the file’s location on your system. Once selected, check Show Import Options and click Open.

The Adobe InDesign Tagged Text Import Options dialog is much simpler to use and contains fewer options than the import dialogs for Word and RTF documents.

Shortcuts

Text imported from an InDesign tagged text file using the Import Options settings shown right.

Place Mac: Cmd+D Win: Ctrl+D General Preferences Mac: Cmd+K Win: Ctrl+K

Under Formatting, you can choose to convert straight quotes to typographer’s quotes Type tool Mac and Win: T

(recommended) and also remove text formatting. To import tagged text formatting, leave the Remove Text Formatting option unchecked and choose a style conflict resolve option

Copy Mac: Cmd+C Win: Ctrl+C

from the menu. When a style conflict occurs, you can choose to apply Publication Definition, which applies the InDesign document style, or Tagged File Definition, which applies the Tagged Text style. To view a list of problem tags before placing imported tagged text, check the Show List option located at the bottom of the dialog.

Importing ASCII and Other Text-Only Formats To import text-only formats such as ASCII text, choose File > Place and browse to the file’s location on your system. Then, check Show Import Options and click Open. At the top of the Text Import Options dialog, choose a character set from the menu that matches the text-only file you are importing. Macintosh and PC platforms use different character sets. Therefore, to avoid importing strange characters, be sure and choose the platform that the file was originally created on from the menu. You can also choose a dictionary to apply to the imported text from the pop-up menu.

216

Importing Tagged and ASCII Text

(continued)

Related Tasks Type Preferences

5.3

Advanced Type Preferences

5.4

Composition Preferences

7.4

Selecting Type

17.6

Exporting as XML

PAGE BUILDING

5.2

WORKSPACE

9.4

Shortcuts Paste Mac: Cmd+V Win: Ctrl+V Links palette Mac: Shift+Cmd+D Win: Shift+Ctrl+D

In the center of the dialog, you have the option to remove any extra carriage returns

Show structure Mac: Opt+Cmd+1 Win: Alt+Ctrl+1

placed at the ends of lines and between paragraphs. Having this option to remove unnec-

TYPOGRAPHY

Text imported from an ASCII file using the Import Option settings shown above

essary forced breaks upon text import can be extremely helpful—it can save you from having to spend an awful lot of time reformatting later.

Tips

At the bottom of the dialog are some basic import formatting options. You can choose to rapher’s quotes.

GRAPHICS

When importing a text document, hold down the Shift key and click the Open button in the Place dialog to access the import options dialog.

replace a specific number of spaces with a tab and also convert straight quotes into typog-

ADOBE INCOPY You can choose to either merge or append an existing structure when importing XML into a document.

The Story Editor is also an integral part of the Adobe InDesign/InCopy production workflow. InDesign/InCopy Notes can be added and displayed in the Story Editor as well as in the document window.

Unfortunately, you cannot import QuarkXPress tagged text into InDesign.

installed, stories can be exported from InDesign using the Edit > InCopy submenu, and then assigned to specific InCopy users through the Assignments palette. Other members

COLOR

The InCopy application is actually nothing more than a glorified Story Editor. Once it’s

of your production team can then open assigned stories in InCopy for editing. InCopy users can work in any one of three display modes: Story, Galley, or Layout. Story mode works very much like the Story Editor in InDesign. Galley mode is exactly like Story mode except that it also displays line breaks used in the layout. Layout mode allows users to edit OUTPUT

copy and also perform a limited amount of graphic editing tasks in the InDesign layout.

217

9.5 Related Tasks 4.10

Links Palette

4.18

Tags Palette

4.21

Type and Tables Palettes

5.2

Type Preferences

17.6

Exporting as XML

Importing XML

It is also possible to import XML text elements into a document. Choose File > Import XML and browse to the file’s location on your system. Once you select the file, check Show XML Import Options and click Open.

Shortcuts
Mode Choose to merge or append imported XML

Place Mac: Cmd+D Win: Ctrl+D

content into the document’s structure.  Create Link Creates a link for imported XML. The

link appears in the Links palette upon import.

General Preferences Mac: Cmd+K Win: Ctrl+K

 Clone Repeating Text Elements Allows InDesign to automatically clone matched elements in the

Type tool Mac and Win: T

 Only Import Elements That Match Existing Structure Deletes any existing document elements

document to preserve styling. that do not match the incoming XML. Links palette Mac: Shift+Cmd+D Win: Shift+Ctrl+D

 Import Text Elements Into Tables If Tags Match Allows InDesign to import XML elements

tagged as tables.  Do Not Import Contents Of Whitespace-Only Elements Prevents the import of XML elements

Show Structure Mac: Opt+Cmd+1 Win: Alt+Ctrl+1

containing nothing but whitespace.  Delete Elements, Frames, And Content That Do Not Match Imported XML Prevents the import

of elements not matching any elements already existing in the document.

Tips

Click OK to import. Choose View > Structure > Show Structure to view the imported XML.

When importing a text document, hold down the Shift key and click the Open button in the Place dialog to access the import options dialog.

Upon import, the contents of all imported XML elements are applied to corresponding tagged frames and text objects. To apply an XML element’s contents to an existing untagged frame, click and drag it from the Structure window over the frame in the document layout. Release the mouse button to add the contents of the XML element to the frame.

You can choose to either merge or append an existing structure when importing XML into a document.

To apply existing document Paragraph and Character Styles to imported XML tags, choose Map Tags To Styles from the Structure fly-out menu. Select the styles you’d like to map to each tag by clicking its name in the Style menu and choosing from the pop-up menu. If the tags and styles you’d like to map share the same name, click the Map By Name button

Unfortunately, you cannot import QuarkXPress tagged text into InDesign.

and InDesign assigns them for you.

218

Flowing Text Related Tasks

You can flow text into a document in several ways using the Place command: Manual Text Flow, Semi-Automatic Text Flow, Automatic Text Flow, or Super Autoflow.

Manual Text Flow Choose File > Place and open the text document you’d like to import. With a loaded text

3.9

Frame Tools

3.10

Shape Tools

4.21

Type and Tables Palettes

5.2

Type Preferences

5.3

Advanced Type Preferences

5.4

Composition Preferences

7.1

Frame/Shape Overview

9.1

Text Frame Options

9.2

Threading and Unthreading Text Frames

place cursor, click anywhere in the document or draw a frame. InDesign creates a new frame using default text frame options and places the text into it. You can also place text by clicking an existing frame or a series of threaded frames. The Manual Text Flow icon changes its appearance when you hover the cursor over a frame or guide/grid snap point. The Manual Text Flow icon

The Manual Text Flow icon when placed over a frame

The Manual Text Flow icon when placed over a guide/grid snap point

Semi-Automatic Text Flow Semi-Automatic Text Flow reloads the text place cursor when a placed story does not end in a drawn or clicked frame (or series of frames). To flow placed text semi-automatically,

9.3

Importing Text

9.7

Filling with Placeholder Text

hold down the Option (Mac) or Alt key (Windows) as you click or draw with the loaded

TYPOGRAPHY

File Menu

PAGE BUILDING

2.3

WORKSPACE

9.6

text place cursor. Shortcuts

The Semi-Automatic Text Flow icon changes its appearance when you hover the cursor

The Semi-Automatic Text Flow icon

The Semi-Automatic Text Flow icon when placed over a frame

Text frame options Mac: Cmd+B Win: Ctrl+B

Automatic Text Flow

GRAPHICS

Place Mac: Cmd+D Win: Ctrl+D

over a frame.

Rectangle Frame tool Mac and Win: F

Automatic Text Flow adds as many threaded text frames as necessary to fit a story in the existing pages of a document. To flow placed text automatically, hold down Option+Shift

Rectangle tool Mac and Win: M

(Mac) or Alt+Shift (Windows) as you click or draw with the loaded text place cursor.

Clicking a loaded text place cursor between column guides creates a text frame that fills the entire column.

Super Autoflow SuperAutoflow adds as many threaded text frames and pages as necessary to fit an

COLOR

Tip

The Automatic Text Flow icon

entire story in a document. To Super Autoflow placed text, hold down Shift as you click or draw with the loaded text place cursor. OUTPUT

The Super Autoflow icon 219

9.7 Related Tasks

Filling with Placeholder Text

If you ever have to wait until the last minute for an editor or client to submit text for a layout, you’re not alone. This happens all the time. What most people don’t realize is that

2.6

Type Menu

3.2

Control Bar

3.3

Selection Tool

3.4

Direct Selection and Position Tools

Thankfully with InDesign, you don’t have to let late text submissions hold up your design

3.6

Type Tools

layout using text frames that are filled with placeholder text.

3.9

Frame Tools

Click a frame with either selection tool or the Type tool, and choose Type > Fill With

3.10

Shape Tools

4.21

Type and Tables Palettes

5.19

Keyboard Shortcuts

6.11

Creating Master Pages

7.4

Selecting Type

9.2

Threading and Unthreading Text Frames

text plays an important role in the look of your layout—and trying to design without it is like stumbling through the dark!

work. While you’re waiting for the real text to arrive in your inbox, go ahead and create a

Placeholder Text. InDesign immediately fills the entire text frame or series of threaded frames with fake-Latin gibberish.

Shortcuts Type tool Mac and Win: T Selection tool Mac and Win: V Direct Selection tool Mac and Win: A

The paragraphs are set up just like real text— perfect for use as placeholders in your layout.

Rectangle Frame tool Mac and Win: F Rectangle tool Mac and Win: M

When zoomed out, the placeholder text appears normal—but a closer look reveals the fake-Latin gibberish.

You can also apply character and paragraph styles to placeholder text, if needed to complete a preliminary design. When the real text arrives, copy/paste it into the preexisting

Tip

frames and it assumes the formatting already applied. To Fill with Placeholder Text using the contextual menu, click a frame with either selection tool or the Type tool and Control-click (Mac) or right-click (Windows). Choose Fill With Placeholder Text from the menu.

220

Editing Using the Story Editor Related Tasks

Warning! Editing large amounts of tiny text on screen has been proven to make you crosseyed. To save yourself from this miserable fate, try using the Story Editor.

Dictionary Preferences

column window (called a “story window”). Unlike the layout window (a.k.a. the document

5.9

Spelling Preferences

window), the story window does not display any applied line breaks or text formatting

5.10

Autocorrect Preferences

5.11

Story Editor Display Preferences

6.7

Saving Files for use with InCopy

(other than bold or italic fonts). To open the Story Editor, choose Edit > Edit in Story Editor, or press Cmd+Y (Mac) or Ctrl+Y (Windows). The only tool available when using the Story Editor is the Type tool—all other tools appear grayed out in the Toolbox. With the Type tool, you can select and edit text in the story

7.4

Selecting Type

text in the story window, InDesign updates the story in the layout.

9.2

Threading and Unthreading Text Frames

controls work exactly the same. Under the Story Editor Preferences, you can change story

9.10

Check Spelling

window display options, such as font, text size, line spacing, and background color.

9.11

Editing the Dictionary

You can also choose to hide or show the Style Name column and Depth ruler under View >

9.15

Applying Find/Change

Like with a document window, you can expand, minimize, and close a story window—the

Story Editor. The Style Name column displays all applied paragraph style names to the left of the story. When visible, the Depth ruler also appears in this column, and is used to

TYPOGRAPHY

window just as you would in layout view, only without the eyestrain. As you edit or add

PAGE BUILDING

5.8

The Story Editor displays all the text for a selected story in a separate, easy-to-read, single-

WORKSPACE

9.8

Shortcuts

measure the vertical depth of text in the layout. Adjust the amount of horizontal space the

Edit in Story Editor Mac: Cmd+Y Win: Ctrl+Y

Style Name column uses in the story window by dragging the vertical divider left or right. One of the best features of the Story Editor is the ability to view and edit any overset text

Type tool Mac and Win: T

divider line with the word “Overset” placed before it to indicate where the overset text

Check Spelling palette Mac: Cmd+I Win: Ctrl+I

begins. It also places a colored line along the left side of the ensuing paragraphs to indicate how much text is overset.

GRAPHICS

without having to refer back to the layout window. The story window displays a horizontal

Find/Change Mac: Cmd+F Win: Ctrl+F

Story

Show/hide hidden characters Mac: Opt+Cmd+I Win: Alt+Ctrl+I

COLOR

Style Name column

Divider line

Tip Vertical Depth ruler

221

OUTPUT

It is possible to have multiple story windows open at the same time in order to edit different sections of the same story or to edit multiple stories at once.

Overset text

9.9 Related Tasks 2.6

Type Menu

3.2

Control Bar

3.6

Type Tools

4.21

Type and Tables Palettes

7.4

Selecting Type

9.8

Editing Using the Story Editor

11.1

Creating and Applying Character Styles

11.2

Creating and Applying Paragraph Styles

11.6

Editing and Deleting Styles

Changing Case

To change case in InDesign, highlight some text with the Type tool and choose Type > Change Case or Control/right-click and select the command from the context menu. Select Uppercase, Lowercase, Title Case, or Sentence Case from the submenu. Title Case capitalizes the first letter of every word, and Sentence Case capitalizes the first letter of every sentence.

Shortcuts Type tool Mac and Win: T Paragraph Styles palette Mac and Win: F11

Select some text with the Type tool and apply the Change Case command. The change is applied immediately.

Character Styles palette Mac and Win: Shift+F11

To change case of all text in a story (including overset text), select the frame with either selection tool and apply the Change Case command. Note: If the selected frame is part of a threaded series, you cannot change case for an entire story using this method. To change

Toggle all caps Mac: Shift+Cmd+K Win: Shift+Ctrl+K

case for an entire story that is contained in a series of threaded frames, place the Type tool cursor in any one of the threaded frames and choose Edit > Select All, and then apply

Toggle small caps Mac: Shift+Cmd+H Win: Shift+Ctrl+H

the command.

Select all Mac: Cmd+A Win: Ctrl+A

Tip You can assign keyboard shortcuts to the Change Case commands. Choose Edit > Keyboard Shortcuts and select Type Menu from the dialog’s Product Area list.

You can also apply Change Case commands to selected text when editing with the Story Editor.

222

Check Spelling Related Tasks

To check spelling with the Check Spelling palette, choose Edit > Spelling > Check Spelling or press Command+I (Mac) or Ctrl+I (Windows). You can also access this command under the contextual menu by Control/right-clicking anywhere on the page while working with the Type tool.

Edit Menu

3.3

Selection Tool

3.4

Direct Selection and Position Tools

Once a search option is selected from the Search menu, click Start. Any words that are misspelled, uncapitalized, unknown, or not in the dictionary appear at the top of the palette.

3.6

Type Tools

The palette also checks the spelling of any overset text when searching a story or document.

4.14

PageMaker Toolbar

5.8

Dictionary Preferences

In the Change To data field, enter the correct spelling or choose from the list of suggested corrections (if available). Click the Change button to correct the word in the document

PAGE BUILDING

2.4

WORKSPACE

9.10

and continue the spell-check. To correct every occurrence of the word within the search Shortcuts

If the Check Spelling palette finds a word that is spelled correctly but that is not recog-

Check Spelling palette Mac: Cmd+I Win: Ctrl+I

nized by the dictionary (such as a proper name or abbreviation), click Skip. To ignore every other occurrence of this word within the search parameters, click Ignore All. You

Type tool Mac and Win: T

can also add the word to a chosen user dictionary so that it does not come up in future spell-checks. To do so, click Add.

TYPOGRAPHY

parameters, click Change All.

GRAPHICS COLOR

It is also possible to enable the Dynamic Spelling feature, which underlines any found spell-check errors in assigned colors as you type or upon text import. You can turn this option on or off under Edit > Spelling > Dynamic Spelling or in Spelling Preferences.

OUTPUT

At the bottom of the palette, you can choose to search for misspelled words in a selected story, document, word selection, to the end of a selected story, or in all open documents (if you have more than one open). You can also select from a list of user dictionaries to add words using the Add To menu.

223

9.10 Related Tasks 5.9

Spelling Preferences

5.10

Autocorrect Preferences

7.4

Selecting Type

9.11

Editing the Dictionary

9.12

Using the Dictionary with Foreign Languages

Check Spelling

(continued)

To automatically correct misspelled words as you type, enable the Autocorrect feature under Edit > Spelling > Autocorrect or in Autocorrect Preferences. Autocorrect only fixes misspelled words that are added to the list in Autocorrect Preferences. Note: Unlike the Dynamic Spelling feature, Autocorrect only works as you type and not upon text import.

Shortcuts When enabled, Autocorrect fixes capitalization errors for all words located in the default and user dictionaries, not just for words that are added to the Autocorrect Preferences list.

Find/Change Mac: Cmd+F Win: Ctrl+F General Preferences Mac: Cmd+K Win: Ctrl+K

Tips Although not listed under the Window menu, the Check Spelling, Dictionary, and Find/Change palettes truly are palettes rather than dialogs. The fact that you can switch tools and selections as you’re using them gives them away.

REVEALING HIDDEN CHARACTERS When editing text in a document, it can help to view any “invisible” characters that have been added. Hidden characters, such as forced line breaks, tabs, or extra spaces, can often create an awkward text flow. By activating the Show Hidden Characters command, you can see where they have been placed in the layout and

You can also open the Check Spelling palette by clicking the Check Spelling button in the PageMaker toolbar.

delete them. Choose Type > Show/Hide Hidden Characters, or press Opt+Cmd+I (Mac) or Alt+Ctrl+I (Windows). You can also access this command from the context menu by Control/right-clicking anywhere on the page while working with the Type tool.

224

Editing the Dictionary Related Tasks

Proper names, technical terms, abbreviations, and various other slang words are not included in InDesign’s default dictionary. To avoid having these words show up repeat-

4.14

PageMaker Toolbar

5.8

Dictionary Preferences

5.9

Spelling Preferences

5.10

Autocorrect Preferences

menu or the contextual menu. Note: Spelling commands can only be accessed through

9.10

Check Spelling

the contextual menu when the Type tool cursor is placed inside a text frame.

9.12

Using the Dictionary with Foreign Languages

9.15

Applying Find/Change

You can add words to user dictionaries as you’re running a spell-check. To add words as they are located by the Check Spelling palette, select a user dictionary from the Add To menu and click the Add button. To access and edit user dictionaries with the Dictionary palette while spell-checking, click the Dictionary button. You can also open the Dictionary palette by choosing Spelling > Dictionary from the Edit

Choose a dictionary to edit from the Target menu located at the top of the Dictionary palette. You must also choose a language to edit with from the Language menu (English: USA is chosen in the example shown below). From the Dictionary List menu, choose to display Added Words, Removed Words, or Ignored Words.

Shortcuts

Dynamic Spelling and the Check Spelling palette cannot locate Added Words unless they

Check Spelling palette Mac: Cmd+I Win: Ctrl+I

are spelled incorrectly. Removed Words are erased from the dictionary but can always be added back. Ignored Words are still in the dictionary but go unnoticed by the Check

TYPOGRAPHY

File Menu

PAGE BUILDING

2.3

edly when running a spell-check, try adding them to a saved user dictionary.

WORKSPACE

9.11

Spelling palette or Dynamic Spelling. Find/Change Mac: Cmd+F Win: Ctrl+F GRAPHICS

General Preferences Mac: Cmd+K Win: Ctrl+K

Tip You can create and add user dictionaries in Dictionary Preferences.

COLOR

To add a word to any one of the dictionary lists, enter it in the Word field and click the Add button. To remove a word from a dictionary list, select it from the display window and click Remove.

OUTPUT

Click the Hyphenate button to view hyphenation points for a word (indicated by a tilde, ~). A single tilde ~ indicates the best hyphenation point, whereas a double tilde ~~ indicates second best and a triple tilde ~~~ third best. You can edit hyphenation points by adding tildes to or deleting them from the word displayed in the Word field. 225

9.12 Related Tasks

Using the Dictionary with Foreign Languages

With InDesign, it is not only possible to use more than one language in a document, you

2.3

File Menu

5.8

Dictionary Preferences

5.9

Spelling Preferences

language edition of InDesign CS2.

5.10

Autocorrect Preferences

InDesign sees applied languages as a character attribute, unlike QuarkXPress Passport,

9.10

Check Spelling

9.11

Editing the Dictionary

9.15

Applying Find/Change

can even mix languages in the same paragraph! There are 28 languages to choose from in the built-in user dictionary. To apply any other languages you must purchase a special

which considers language a paragraph attribute. You can choose a language to apply to selected text from the Character palette (you must show all options in the palette to access the Language menu), or from the Control bar when working with the Type tool.

Shortcuts Check Spelling palette Mac: Cmd+I Win: Ctrl+I Find/Change Mac: Cmd+F Win: Ctrl+F

Applying the French language to the top line of the paragraph

General Preferences Mac: Cmd+K Win: Ctrl+K

Tip You can add foreign language words to any user dictionary.

Applying the English language to the bottom line of the paragraph

You can then check spelling for multiple languages in the same paragraph. The Check Spelling palette refers to all available dictionaries when different languages have been applied. You can select a default language for the document under Dictionary Preferences. It is also possible to edit foreign dictionaries using the Dictionary palette.

Running a French language spell-check 226

Font Overview Related Tasks

You can apply any font loaded on your system to selected text through the Type > Font submenu or the Character palette/Control bar Font menus. Note: To access the Font

2.6

menu in the Control bar, you must first access the Type tool from the Toolbox.

Type Menu

Selection Tool

3.4

Direct Selection and Position Tools

italic type style controls are available in the

3.6

Type Tools

Character palette or Control bar. You can

3.15

Eyedropper Tool

only apply a bold or italic type style if it is

4.21

Type and Tables Palettes

5.2

Type Preferences

9.14

Find/Replace Missing Fonts

11.1

Creating and Applying Character Styles

15.1

Preflighting Fonts

style (if available) from the respective menus. Unlike in QuarkXPress no bold or

Font family Type style

part of a chosen font family. The Font menu list also displays a PostScript, TrueType, or Open Type icon before each font name as well as a sample preview. You can choose to display sample previews at small, medium, or large sizes under Type Preferences. Open Type font PostScript font

TYPOGRAPHY

Control Bar

3.3

PAGE BUILDING

3.2

Select a font family and accompanying type

WORKSPACE

9.13

TrueType font

Shortcuts

A Fonts folder is also located in the InDesign application folder. Any fonts placed in this

Type tool Mac and Win: T

folder are managed from within InDesign rather than from an outside application or through

Paragraph Styles palette Mac and Win: F11

as multiple master fonts in OS X) may work in InDesign by placing them in the application Fonts folder.

Character Styles palette Mac and Win: Shift+F11

Like the other applications in the Adobe Creative Suite, InDesign also features full Open Type font support. Open Type fonts are cross platform (usable on a Mac and a PC), and offer many additional characters (called glyphs) and typographical features, such as liga-

GRAPHICS

the operating system. Fonts that do not load properly through the operating system (such

General Preferences Mac: Cmd+K Win: Ctrl+K

tures and contextual alternates (combined characters), swashes (fancy versions of a letter), ordinal numbers (e.g., 1st, 2nd, 3rd, etc.), tilting characters, and fractions. Some of the Open Pro, and Caflisch Pro.

227

OUTPUT

Not sure which font you’d like to use? Select some text with the Type tool and click inside the font data field located in either the Control bar or the Character palette. To preview available fonts as they are applied to the selection, scroll through the list by pressing the up/down arrow keys.

COLOR

Tip

Type fonts that come with InDesign CS2 include Adobe Caslon Pro, Adobe Garamond

9.14 Related Tasks

Find/Replace Missing Fonts

Any time you try opening an InDesign document that uses fonts not currently loaded on your system, a warning dialog appears letting you know which fonts are unavailable.

2.6

Type Menu

3.2

Control Bar

When this happens you can do one of three

3.3

Selection Tool

things:

3.4

Direct Selection and Position Tools

3.6

Type Tools

3.15

Eyedropper Tool

4.21

Type and Tables Palettes

5.2

Type Preferences

9.13

Font Overview

11.1

Creating and Applying Character Styles

15.1

Preflighting Fonts

■

Load the fonts on your system.

■

Click OK and deal with this later.

■

Click the Find Font button and replace missing fonts with something else that you currently have loaded on your system.

If you have the missing font, the smart choice would be to stop what you’re doing and load it on your system. If you don’t have the font, you can always choose the second option and click OK to

Shortcuts

deal with this inconvenience later. All text containing missing fonts appear

Type tool Mac and Win: T

highlighted in the document, but only if your Composition Preferences are set to

Paragraph Styles palette Mac and Win: F11

highlight substituted fonts (the default setting).

Character Styles palette Mac and Win: Shift+F11

If you don’t have the font, or if the font provided is not compatible with your system, you can always replace it with some-

General Preferences Mac: Cmd+K Win: Ctrl+K

thing else. Click the Find Font button in the warning dialog, or if you’ve already clicked OK, choose Type > Find Font.

Tip

Click the Find First button to view the

You can find and replace fonts using the Find Font dialog even if they are not missing.

The Find Font dialog displays a list of all fonts being used in the document. Missing fonts appear alphabetically at the top of the list with a warning icon displayed to the right of the window. Click the name of the missing font and choose a replacement font and style from the Font Family and Font Style menus.

first occurrence of the missing font in the document. Click the Change button to replace it with the selected font. Click the Change All button to replace every occurrence of the missing font in the document. Click Change/ Find to locate and replace every occurrence of the missing font with each click of the mouse. The bottom of the Find Font dialog displays information about the font currently selected from the Fonts In Document list. Click the Less Info button to hide this portion of the dialog. Click the Reveal In Finder button (Mac) or the Reveal In Explorer button (Windows) to browse to the font’s location on your system. 228

Applying Find/Change Related Tasks

The client loves your layout, but have changed their minds about the custom bullet points. They now would like to use stars rather than bullet points on all

Edit Menu

3.3

Selection Tool

3.4

Direct Selection and Position Tools

3.6

Type Tools

7.4

Selecting Type

300 pages—and can you provide another proof by tomorrow? When a situation like this occurs, don’t panic! Instead, just remember these two friendly little words: Find/Change.

Shortcuts

Before you start to manually change

Find/Change Mac: Cmd+F Win: Ctrl+F

each and every one of those bullet points into a star, choose Edit > (Mac) or Ctrl+F (Windows). When the Find/Change palette appears, enter the

Insert selected text into Find What field and apply Find Next command Mac and Win: Shift+F1

character(s) you’d like to change into the Find What field. Then proceed to enter the character(s) you’d like to replace with in the Change To field. From the palette menu, choose to

If either of these characters is invisible (or hidden), you can select it from the fly-out menu associated with each field. Metacharacter codes for hidden characters are automatically entered into the Find/Change fields when selected.

TYPOGRAPHY

Insert selected text into Find What field Mac: Cmd+F1 Win: Ctrl+F1

Find/Change or press Command+F

PAGE BUILDING

2.4

WORKSPACE

9.15

Find Next Mac: Shift+F2 or Opt+Cmd+F Win: Shift+F2 or Alt+Ctrl+F

ments (if you have more than one

Insert selected text into Change To field Mac: Cmd+F2 Win: Ctrl+F2

open). To find/change whole words or characters that are case sensitive,

GRAPHICS

search by document or all open docu-

check either option in the palette. Click the Find Next button to locate the first occurrence of the Find character in the document. Click the Change button COLOR

to replace the Find character with the Change character. Click the Change All button to replace every occurrence of the Find character in the document(s). Click Change/Find to locate and replace every occurrence of the character with

The original product list using bullet points rather than stars

each click of the mouse. OUTPUT

229

9.15

Applying Find/Change

(continued)

Related Tasks 9.10

Check Spelling

9.11

Editing the Dictionary

10.14 Inserting Special Characters

Shortcuts Replace selection with Change To text Mac: Cmd+F3 Win: Ctrl+F3 Type tool Mac and Win: T

Enter the bullet point character in the Find What field and the star glyph in the Change To field; then click the Change All button.

Edit in Story Editor Mac: Cmd+Y Win: Ctrl+Y Selection tool Mac and Win: V

All of the bullet points are instantly replaced with stars!

You can also use Find/Change to locate and replace applied character and paragraph styles. Click the More Options button located in the Find/Change palette to display the

Direct Selection tool Mac and Win: A

Find/Change Format Settings options. For both sections, click the Format button and enter the character and/or paragraph style settings to locate and replace in the docu-

Tip

ment(s). Click the Change, Change All, or Change/Find buttons to replace.

Using Find/Change, you can convert any unnecessary double spaces into single spaces.

230

10

WORKSPACE WORKSPACE

C H A P T E R

Formatting “type.” So what exactly is “formatting”? Is it the same as applying character and paragraph “styles”? The answer is yes and no. “Formatting” is the process used to alter the look of printed type on

BUILDING PAGE BUILDING

AS SOON AS YOU begin formatting text characters in a document, “text” magically becomes

the page—something that in the old days before desktop publishing we used to call “typesetting.” Styles, although related, are something very different. Character and paragraph styles are used to save and apply different kinds of formatting. “Styles”), it is important to first learn all of the ins and outs of formatting. In this chapter we will explore all aspects of character and paragraph formatting, including how to copy and apply format attributes quickly using the Eyedropper tool. In addition, we’ll

TYPOGRAPHY TYPOGRAPHY

Therefore, to fully understand the power of styles and how best to use them (see Chapter 11,

explain how to insert footnotes, drop caps, tab stops, and special characters.

■

10.2

Scaling and Skewing Type

■

10.3

Adjusting Leading and Baseline Shift

■

10.4

Underline and Strikethrough

■

10.5

Copy/Paste Text Formatting

■

10.6

Formatting Paragraphs

■

10.7

Creating Drop Caps

■

10.8

Applying Keep Options

■

10.9

Creating Hanging Indents and Punctuation

■

10.10 Change/Apply Hyphenation

■

10.11 Change/Apply Justification

■

10.12 Bullets and Numbering

■

10.13 Setting Tabs

■

10.14 Inserting Special Characters

■

10.15 Inserting Footnotes

OUTPUT OUTPUT

Kerning and Tracking

COLOR

10.1

GRAPHICS

■

10.1 Related Tasks 3.3

Selection Tool

3.4

Direct Selection and Position Tools

Kerning and Tracking

To maintain the “clean look” of the page and improve legibility, it helps to adjust the amount of space placed between type characters. You can control character spacing in your layouts by adjusting applied kerning and tracking values. The kerning value reflects the amount of space placed between neighboring characters; tracking value reflects the additional amount of intercharacter spacing applied over a range of characters in a series.

3.6

Type Tools

3.15

Eyedropper Tool

4.12

Object Styles Palette

4.21

Type and Tables Palettes

5.2

Type Preferences

5.4

Composition Preferences

Metrics kerning relies on paired values built into the font by the font’s designer. Depend-

7.4

Selecting Type

ing on how well the font’s designer prepared the built-in paired kerning values, Metrics

Kerning InDesign offers two different types of auto-kerning: Metrics and Optical. You can choose either method from the fly-out menu located in the Character palette or the Control bar. (Character and Paragraph attributes can only be accessed in the Control bar when working with the Type tool.)

may or may not be the most effective method of auto kerning. More often than not, you’ll Shortcuts

find that the font’s designer could have done a much better job.

Type tool Mac and Win: T

Optical kerning applies spacing amounts based on character outlines. In general, this

Increase/decrease kerning and tracking (horizontal type) Mac: Opt+Left/Right arrow keys Win: Alt+Left/Right arrow keys

To apply either auto-kerning method, select all of the text in the story with the Type tool

Increase/decrease leading (vertical type) Mac: Opt+Left/Right arrow keys Win: Alt+Left/Right arrow keys

Once you’ve applied an auto-kerning method that works best with your font, you can

Increase spacing between words Mac: Opt+Cmd+\ (backslash) Win: Alt+Ctrl+\ (backslash)

the keyboard shortcuts (see the margin).

results in much more even character spacing than Metrics kerning.

and choose Metrics or Optical from the Kerning menu in the Character palette or Control bar. You can also apply auto-kerning to all of the text in a single, unthreaded text frame by selecting the frame with either selection tool and choosing Metrics or Optical.

manually adjust any character spaces that appear spaced incorrectly. To increase/ decrease kerning values, place the Type cursor between characters and enter a positive or negative value in the Character palette or Control bar kerning field. You can also use

Decrease spacing between words Mac: Opt+Cmd+ Delete Win: Alt+Ctrl+ Backspace Change kerning between words by five times Mac: Shift+Opt+Cmd+ \ (backslash) or Delete Win: Shift+Alt+Ctrl+ \ (backslash) or Backspace

Metrics kerning as applied to all of the type in a selected frame. The Character palette displays the auto-kern amount for the Type tool cursor’s current position, between the “C” and “h.”

232

Kerning and Tracking

(continued)

Related Tasks

11.1

Creating and Applying Character Styles

11.2

Creating and Applying Paragraph Styles

11.4

Creating and Applying Nested Styles

11.5

Creating and Applying Object Styles

11.6

Editing and Deleting Styles

11.7

Importing Styles

Shortcuts Manually adjusting the kerning between the “C” and “h” characters Reset tracking to zero/clear manual kerning Mac: Opt+Cmd+Q Win: Alt+Ctrl+Q

Tracking Tracking applies intercharacter spacing over a range of selected characters, in addition to any kerning values applied. To adjust tracking, select two or more characters with the

TYPOGRAPHY

Copy/Paste Text Formatting

PAGE BUILDING

An example of Optical kerning as applied to all of the type in a selected frame. Note that the Character palette now displays a different auto-kern amount between the “C” and “h.”

10.5

WORKSPACE

10.1

Character palette Mac: Cmd+T Win: Ctrl+T

Type tool and enter a positive or negative value in the Tracking field located in the Char-

Toggle Control bar character/paragraph attributes Mac: Cmd+Opt+7 Win: Ctrl+Alt+7

can also adjust tracking using the same keyboard shortcuts as with kerning .

GRAPHICS

acter palette or Control bar, or select a default tracking value from the fly-out menu. You

Tip

No tracking applied

A tracking amount of 25 applied to a selected range of type

233

OUTPUT

You can set the default keyboard increment amount for manual kerning in Units & Increments Preferences.

COLOR

InDesign displays a kerning value in parentheses when the Auto Kerning feature has been applied. The parentheses indicate that the space between letters has been automatically adjusted using Optical or Metrics kerning.

10.2 Related Tasks 3.2

Control Bar

3.3

Selection Tool

3.4

Direct Selection and Position Tools

3.6

Type Tools

3.12

Scale Tool

3.13

Shear Tool

3.14

Free Transform Tool

3.15

Eyedropper Tool

4.12

Object Styles Palette

4.21

Type and Tables Palettes

Scaling and Skewing Type

Although it is possible to scale or skew type as contents when resizing or shearing a frame container (see Chapter 8), it is also possible to scale and skew type selected within a frame using character formatting. Scaling and skewing type in this fashion allows you to apply various scaling percentages and skewing angles to different characters within the same frame, the same paragraph, and even the same line.

Scaling Select an area of text with the Type tool and change the Vertical or Horizontal Scale values in the Character palette or Control bar. Note: Scaling selected type with applied character formatting does not affect its point size.

Shortcuts Type tool Mac and Win: T Reset horizontal scale to 100% Mac: Shift+Cmd+X Win: Shift+Ctrl+X

No scaling applied

Reset vertical scale to 100% Mac: Shift+Opt+Cmd+X Win: Shift+Alt+Ctrl+X

145% horizontal scaling applied

145% vertical scaling applied 234

Scaling and Skewing Type

(continued)

Related Tasks

Skewing Select an area of text with the Type tool and change the Skew value in the Character palette or Control bar. Positive values skew the selected character(s) to the right and negative values to the left.

8.2

Resizing Objects

8.5

Shearing Objects

10.5

Copy/Paste Type Formatting

11.1

Creating and Applying Character Styles

11.2

Creating and Applying Paragraph Styles

11.4

Creating and Applying Nested Styles

11.5

Creating and Applying Object Styles

11.6

Editing and Deleting Styles

11.7

Importing Styles

A “fake italic” version of Myriad Roman with a 12˚ skew applied

TYPOGRAPHY

Selecting Type

PAGE BUILDING

7.4

WORKSPACE

10.2

Shortcuts Character palette Mac: Cmd+T Win: Ctrl+T GRAPHICS

Toggle Control bar character/paragraph attributes Mac: Cmd+Opt+7 Win: Ctrl+Alt+7

The “real” Myriad Italic; note the much smoother curves in the “S,” “C,” and “G” characters.

Tip

COLOR

Scaling or skewing is considered creating “fake italics” or “fake condensed/expanded type.” It is considered “fake” because it distorts the characters from their original font design.

OUTPUT

235

10.3 Related Tasks 3.2

Control Bar

3.3

Selection Tool

3.4

Direct Selection and Position Tools

3.6

Type Tools

3.15

Eyedropper Tool

4.12

Object Styles Palette

4.21

Type & Tables Palettes

5.3

Advanced Type Preferences

5.5

Units & Increments Preferences

Adjusting Leading and Baseline Shift

Just as kerning and tracking values control the horizontal space between characters, leading and baseline shift values control the vertical space between baselines.

Leading Leading reflects the vertical space between baselines of a paragraph (the imaginary lines that each row of characters sits on top of). Increasing the leading pushes baselines further away from each other and decreasing it brings them closer together. Unlike QuarkXPress, InDesign treats leading as a character attribute rather than a paragraph attribute. However, you can tell InDesign to treat leading as a paragraph attribute (as it would in Quark) by enabling the Apply Leading To Entire Paragraphs option from the Type Preferences dialog. Enabling this option applies the same leading value to all characters in a paragraph. (To get the best of both worlds with this option, keep it enabled and only turn it off to make leading adjustments to individual lines. When you turn the option back on in Type Preferences, the newly applied leading values do not reset.) To set the leading for a story, select all the text with the Type tool and enter a value in

Shortcuts

the Leading field of the Character palette or Control bar. You can also apply a leading Type tool Mac and Win: T

value to all the text in a single, unthreaded text frame by selecting the frame with either selection tool and entering a value in the Leading field.

Character palette Mac: Cmd+T Win: Ctrl+T Increase/ decrease leading (horizontal type) Mac: Opt+Up/Down arrow keys Win: Alt+Up/Down arrow keys Increase/decrease leading (vertical type) Mac: Opt+Left/Right arrow keys Win: Alt+Left/Right arrow keys

11-point leading applied to selected paragraphs

Increase/decrease leading by five times (horizontal type) Mac: Opt+Cmd+Up/ Down arrow keys Win: Alt+Ctrl+Up/Down arrow keys

When you choose Auto from the Leading fly-out menu, InDesign applies a leading value based on a percentage of the largest character on a line. This can often result in uneven leading amounts that appear awkward in your layout. Therefore, it is best to avoid using the Auto Leading feature. (When Auto Leading is used, the leading value appears in parentheses in the Character palette and Control bar.)

Increase/decrease leading by five times (vertical type) Mac: Opt+Cmd+Left/ Right arrow keys Win: Alt+Ctrl+Left/ Right arrow keys

236

Adjusting Leading and Baseline Shift

(continued)

Related Tasks

10.5

Copy/Paste Type Formatting

11.1

Creating and Applying Character Styles

11.2

Creating and Applying Paragraph Styles

11.5

Creating and Applying Object Styles

11.6

Editing and Deleting Styles

11.7

Importing Styles

Shortcuts

There may be times when you need to move individual characters above or below the

Auto-leading Mac: Shift+Opt+Cmd+A Win: Shift+Alt+Ctrl+A

baseline. Examples include centering a large lead-in character, such as a bullet point, or repositioning a drop cap that uses an ornate script font.

TYPOGRAPHY

Baseline Shift

Selecting Type

PAGE BUILDING

It is also important to select all the characters in a paragraph when setting the leading— including invisible carriage returns. A carriage return hanging at the end of a paragraph can have a different leading value applied to it. This can result in the last line of the paragraph appearing offset from the lines above, like the one shown here.

7.4

WORKSPACE

10.3

Increase/decrease baseline shift (horizontal type) Mac: Shift+Opt+Up/ Down arrow keys Win: Shift+Alt+Up/ Down arrow keys

To shift the baseline of an individual character, select it with the Type tool and enter a value in the Baseline Shift field in the Character palette or Control bar. Entering a positive value positions the selected character farther above the baseline and entering a

Increase/decrease baseline shift by five times (horizontal type) Mac: Shift+Opt+Cmd+ Up/Down arrow keys Win: Shift+Alt+Ctrl+ Up/Down arrow keys

GRAPHICS

negative value positions it farther below.

Increase/decrease baseline shift (vertical type) Mac: Shift+Opt+ Left/Right arrow keys Win: Shift+Alt+ Left/Right arrow keys Toggle Control bar character/paragraph attributes Mac: Cmd+Opt+7 Win: Ctrl+Alt+7

COLOR

A script drop cap that extends below the baseline

Tip

The same script drop cap with a 2-point baseline shift applied 237

OUTPUT

You can set the default keyboard increment amount for baseline shift in the Units & Increments Preferences dialog.

10.4 Related Tasks 3.2

Rather than drawing an underline or strikethrough with the Line or Pen tools, you can apply them using text effects.

Control Bar

3.6

Type Tools

3.15

Eyedropper Tool

4.12

Object Styles Palette

4.16

Stroke Palette

4.21

Type and Tables Palettes

5.5

Units & Increments Preferences

7.4

Selecting Type

9.15

Applying Find/Change

Underline and Strikethrough

Underline To apply an underline, select an area of text with the Type tool and choose Underline from the Character palette fly-out menu, or click the Underline toggle button in the Control bar. To add an underline to all the text in a single, unthreaded frame, select the frame with either selection tool and apply the Underline command.

Shortcuts Underline Mac: Shift+Cmd+U Win: Shift+Ctrl+U Strikethrough Mac: Shift+Cmd+/ (forward slash) Win: Shift+Ctrl+/ (forward slash)

To customize an underline’s appearance, access the Underline Options dialog by choosing Underline Options from the Character palette menu. When the dialog opens, click the Underline On option to access the settings. The rest of the dialog is set up like the Stroke palette, allowing you to choose an underline weight, offset, type, color, tint, and—when applying an open stroke type—gap color, and gap tint. You can also choose to overprint any applied underline or gap olors.

Although you cannot save these settings as an underline style, you can save them as part of a character style. The underline effect automatically applies itself to any selected spaces. If your design requires that word spaces not have underlines, you can always replace them using Find/Change.

Formatted underlines also overlap any descending characters (such as lowercase “g” or “y”). It is possible to create a simulated break in the underline for these characters by applying a thin white stroke to the outside of the type. 238

Underline and Strikethrough

(continued)

Related Tasks

Strikethrough To apply the strikethrough effect, select an area of text with the Type tool and choose Strikethrough from the Character palette fly-out menu, or click the Strikethrough toggle

11.1

Creating and Applying Character Styles

11.2

Creating and Applying Paragraph Styles

11.4

Creating and Applying Nested Styles

11.5

Creating and Applying Object Styles

11.6

Editing and Deleting Styles

11.7

Importing Styles

16.3

Creating and Assigning Trap Presets

button in the Control bar. To add a strikethrough to all of the text in a single, unthreaded frame, select the frame with either selection tool and apply the Strikethrough command.

To customize a strikethrough’s appearance, access the Strikethrough Options dialog by choosing Strikethrough Options from the Character palette menu. When the dialog opens, click the Strikethrough On option to access the settings. The rest of the dialog is set up exactly like the Underline Options dialog.

TYPOGRAPHY

Copy/Paste Type Formatting

PAGE BUILDING

10.5

WORKSPACE

10.4

Shortcuts Type tool Mac and Win: T

To avoid difficult registration on press, it is recommended that you enable the overprint option in this dialog when applying strikethrough or gap colors. Unfortunately, just as with underlines, you cannot create and save a strikethrough style— but you can save these settings as part of a character style.

Tip

GRAPHICS

Character palette Mac: Cmd+T Win: Ctrl+T

You can access the Underline and Strikethrough dialogs by Option/Alt-clicking their respective buttons in the Control bar.

DRAG-AND-DROP TEXT EDITING In the Type Preferences dialog, you can enable drag-and-drop text editing for use in both Layout View and the Story Editor. With these options enabled, you can move text

COLOR

by highlighting it with the Type tool and dragging it to another place in the story. This is a quick way to edit paragraphs without having to use copy/paste commands. You can also duplicate a type selection by holding down the Option/Alt key as you click and drag.

OUTPUT

239

10.5 Related Tasks

Copy/Paste Text Formatting

The Eyedropper tool allows you to sample and apply text formatting quickly and eas-

3.2

Control Bar

3.6

Type Tools

3.15

Eyedropper Tool

4.21

Type and Tables Palettes

7.4

Selecting Type

11.1

Creating and Applying Character Styles

deadline that you simply don’t have time

11.2

Creating and Applying Paragraph Styles

If you like what you see, you can always

11.4

Creating and Applying Nested Styles

later and reapply as needed. You can

11.5

Creating and Applying Object Styles

and apply styles and object-level format-

ily throughout your documents. Although it is a good idea to save formatting as part of a style, you might want to preview it being used in several places in your layout first. You might also be on such a tight to stop and create a style!

create a style based on this formatting

You can sample formatted text by hovering over it with the Eyedropper tool and clicking. You’ll know it has been sampled when the Eyedropper icon appears full.

also use the Eyedropper tool to sample ting, such as stroke styles and fill colors/ gradients.

Shortcuts Eyedropper tool Mac and Win: I Character palette Mac: Cmd+T Win: Ctrl+T Drop Shadow dialog Mac: Opt+Cmd+M Win: Alt+Ctrl+M

You can then proceed to highlight any text you’d like to apply the sampled formatting to.

Tip You can also use the Eyedropper tool to sample and apply drop shadow settings to editable type.

Continue applying without having to resample all over again.

240

Formatting Paragraphs Related Tasks

InDesign considers a “paragraph” any sequence of characters that ends in a carriage return (also referred to as a paragraph return). Many other attributes make up paragraph

2.6

formatting in InDesign, but the basics include horizontal alignment, left/right indents,

Type Menu Control Bar

3.3

Selection Tool

“shape” of a paragraph.

3.4

Direct Selection and Position Tools

or more paragraphs. Then click the appropriate button (for alignment) or set the desired value (for indents and space before/after) in the Control bar or Paragraph palette.

Shortcuts

You can also apply these characteristics to all of the paragraphs in a single, unthreaded

Align left Mac: Shift+Cmd+L Win: Shift+Ctrl+L

text frame by selecting the frame with either selection tool and clicking the appropriate

PAGE BUILDING

3.2

first/last-line indents, and space before/space after. These attributes determine the

To apply these characteristics, insert the Type tool cursor in a paragraph or highlight one

WORKSPACE

10.6

button or setting the value in the Control bar or Paragraph palette. Align right Mac: Shift+Cmd+R Win: Shift+Ctrl+R

Setting Paragraph Horizontal Alignment

Align center Mac: Shift+Cmd+C Win: Shift+Ctrl+C

options also include the ability to align the last line of the paragraph left, center, right, or justified. You can also align the paragraph toward or away from the spine.

Align Right

Justify With Last Line Aligned Left

Justify With Last Line Aligned Center

Justify With Last Line Aligned Right

COLOR

Align Center

GRAPHICS

Align Left

TYPOGRAPHY

You can choose to align selected paragraphs to the left, center, right, or justified. Justified

Justify All Lines

OUTPUT

241

10.6

Formatting Paragraphs

(continued)

Related Tasks 3.6

Type Tools

3.15

Eyedropper Tool

4.21

Type and Tables Palettes

5.2

Type Preferences

Shortcuts

Align Towards Spine works just like Align Right when applied to a paragraph on a left page.

When you move the frame to a right page, the text automatically aligns toward the spine.

Align Away From Spine works just like Align Left when applied to a paragraph on a left page.

When you move the frame to a right page, the text automatically aligns away from the spine.

Justify all lines Mac: Shift+Cmd+F Win: Shift+Ctrl+F Justify all lines (but last line) Mac: Opt+Shift+Cmd+J Win: Alt+Shift+Ctrl+J Justification dialog Mac: Opt+Cmd+J Win: Alt+Ctrl+J

Setting Left and Right Paragraph Indents You can set left and right paragraph indents using the controls located in the Paragraph palette, Control bar, or the Tabs palette.

Setting a left indent with the Paragraph palette

242

Formatting Paragraphs

(continued)

Related Tasks Selecting Type

10.9

Creating Hanging Indents and Punctuation

11.1

Creating and Applying Character Styles

Shortcuts

Setting a right indent with the Paragraph palette

Paragraph palette Mac: Opt+Cmd+T Win: Alt+Ctrl+T

To set left/right indents using the Tabs palette, select a paragraph with the Type tool and choose Window > Type and Tables > Tabs, or press Shift+Command+T (Mac) or Shift+Ctrl+T (Windows). When the Tabs palette appears, you can set a left indent by clicking the bottom-left arrow (the Left Indent icon) and dragging it to the right, or entering a value in the X field; to set a right indent, click and drag the right arrow (the Right Indent icon) to the left, or enter a value in the X field. A vertical guide appears in the text frame as you drag the left/right indent icons.

PAGE BUILDING

7.4

WORKSPACE

10.6

Tabs palette Mac: Shift+Cmd+T Win: Shift+Ctrl+T TYPOGRAPHY

Setting First and Last Line Indents GRAPHICS

InDesign also allows you to set first and last line indents using the controls located in the Paragraph palette and Control bar. In addition, you can also set first line (but not last line) indents using the Tabs palette.

COLOR

Setting a first line indent

OUTPUT

243

10.6

Formatting Paragraphs

(continued)

Related Tasks 11.2

Creating and Applying Paragraph Styles

11.4

Creating and Applying Nested Styles

11.5

Creating and Applying Object Styles

Setting a last-line indent

Shortcuts Switch between Tabs palette alignment options Mac: Opt+click tab marker in palette Win: Alt+click tab marker in palette Toggle Control bar character/paragraph attributes Mac: Cmd+Opt+7 Win: Ctrl+Alt+7

To set a first line indent using the Tabs palette, select a paragraph and choose Window > Type and Tables > Tabs. When the Tabs palette appears above the paragraph, drag the top-left arrow (the First Line Indent icon) to the right or enter an indent value in the X field.

Tips For more precise paragraph spacing, try using Snap To Baseline Grid along with Space Before/Space After.

Putting Space Before and After Paragraphs You can avoid adding unnecessary paragraph returns to the text in your layouts by applying Space Before and Space After instead.

It is possible to apply different left/right and first/last line indents to separate paragraphs within the same text frame and story.

Left: No spacing applied. Right: With 0p3 Space Before/Space After applied.

Space Before values have no effect on paragraphs positioned at the top of a text frame column, and Space After values have no effect on paragraphs positioned at the bottom.

244

Creating Drop Caps Related Tasks

To apply a drop cap, insert the Type tool cursor anywhere in the paragraph, and enter a value in the Drop Cap Number Of Lines field located in the Paragraph palette or Control bar. This number determines the size and baseline shift for the drop cap character. You can apply this effect to additional characters by entering a larger value in the Drop Cap

Control Bar

3.3

Selection Tool

3.4

Direct Selection and Position Tools

One Or More Characters field. 3.6

Type Tools

enhance a drop cap’s appearance, select it with the Type tool and change the applied

3.15

Eyedropper Tool

font, type size, kerning, and baseline shift.

4.21

Type and Tables Palettes

Drop caps can also be applied as part of a nested style.

7.4

Selecting Type

10.5

Copy/Paste Type Formatting

10.9

Creating Hanging Indents and Punctuation

11.2

Creating and Applying Paragraph Styles

11.4

Creating and Applying Nested Styles

11.5

Creating and Applying Object Styles

Applying a singlecharacter drop cap

TYPOGRAPHY

Drop cap characters can be selected and formatted just like any other character. To

PAGE BUILDING

3.2

WORKSPACE

10.7

Shortcuts GRAPHICS

Paragraph palette Mac: Opt+Cmd+T Win: Alt+Ctrl+T Type tool Mac and Win: T

Applying a multicharacter drop cap

Toggle Control bar character/paragraph attributes Mac: Cmd+Opt+7 Win: Ctrl+Alt+7

Formatting a multicharacter drop cap

245

OUTPUT

To place a drop cap outside a column, insert a hanging indent after it by pressing Command+\ (Mac) or Ctrl+\ (Windows). You can also insert a hanging indent by choosing Type > Insert Special Character > Indent To Here.

COLOR

Tip

10.8 Related Tasks

Applying Keep Options

By applying InDesign’s Keep Options feature, you can prevent widows and orphans from appearing throughout the text of your layout. A widow is the last line of a paragraph that

2.6

Type Menu

3.6

Type Tools

4.21

Type and Tables Palettes

5.4

Composition Preferences

own line is also considered a widow.

7.4

Selecting Type

Not only do these little annoyances affect readability, but they are also a terrible eyesore!

9.6

Flowing Text

To ward off these typographical gremlins, select a paragraph (or multiple paragraphs)

10.6

Formatting Paragraphs

with the Type tool and choose Keep Options from the Paragraph palette menu, or press

ends up by itself at the top of a column, separated from the rest of the paragraph. An orphan is the first line of a paragraph that ends up on its own line at the end of a column. Additionally, a word that gets separated from the rest of a paragraph and ends up on its

Option+Command+K (Mac) or Alt+Ctrl+K (Windows). Shortcuts Keep Options dialog Mac: Opt+Cmd+K Win: Alt+Ctrl+K

The Keep Options dialog is divided into three sections: Keep With Next, Keep Lines Together, and Start Paragraph.

Paragraph palette Mac: Opt+Cmd+T Win: Alt+Ctrl+T

Keep With Next: By entering a value of one in the Keep with Next field, you can ensure that headers always remain positioned above the paragraph that follows. Should any text or frame edits push the paragraph into a new column, new page, or a text wrap, the header will follow. Keep Lines Together: You can safeguard your text from any sneaky widows and orphans appearing by enabling the Keep Lines Together option and choosing At Start/End Of Paragraph. To keep paragraphs together during editing, enter a value in the Start and End fields. These values tell InDesign the minimum number of lines allowed to separate at the start or end of a paragraph should it be pushed into a new column or page; therefore, entering a value of 2 ensures that a widow or orphan never appears. Choosing All Lines In Paragraph from the Keep Lines Together option does not allow for any lines to be separated from a paragraph should editing push it into a new column or page. Instead, the whole paragraph is moved.

246

Applying Keep Options

(continued)

Start Paragraph: The Start Paragraph menu contains options for forcing a column or

Related Tasks

page break before the selected paragraph. Choose one of these options to ensure the

10.9

paragraph’s position in the layout. Options include: Anywhere (the default), In Next Column, In Next Frame, On Next Page, On Next Odd Page, and On Next Even Page.

Creating Hanging Indents and Punctuation

10.10 Change/Apply Hyphenation

11.2

Creating and Applying Paragraph Styles

11.4

Creating and Applying Nested Styles

11.5

Creating and Applying Object Styles

Type tool Mac and Win: T

The same paragraph with Keep Options applied

TYPOGRAPHY

Shortcuts

PAGE BUILDING

10.11 Change/Apply Justification

An orphaned paragraph

WORKSPACE

10.8

Toggle Control bar character/paragraph attributes Mac: Cmd+Opt+7 Win: Ctrl+Alt+7

SUPERSCRIPT AND SUBSCRIPT

symbols by lowering their point size and shifting their baselines, it is quicker to apply

You can choose to highlight Keep Violations in Composition Preferences.

InDesign’s built-in effects. Select the character(s) with the Type tool and choose Superscript or Subscript from the Character palette menu or click the appropriate button in the

GRAPHICS

Tip

Although it is possible to position characters such as copyright and registered trademark

Control bar. InDesign scales and shifts the baseline of the character(s) using the percentages entered in the Advanced Type Preferences dialog.

COLOR OUTPUT

247

10.9 Related Tasks

Creating Hanging Indents and Punctuation

Hanging indents are great for creating custom bulleted or number lists. By placing a hang-

2.6

Type Menu

3.2

Control Bar

ing indent after a lead-in character (a bullet point, a number, etc.), you can force the sub-

3.6

Type Tools

sequent lines of the paragraph to line up

4.21

Type and Tables Palettes

evenly with the indent.

7.4

Selecting Type

9.6

Flowing Text

You can also clean up the overall look of your text by allowing punctuation marks—such as periods, commas, and quotation marks—to hang outside the column.

Shortcuts

InDesign provides three ways to create hang-

Paragraph palette Mac: Opt+Cmd+T Win: Alt+Ctrl+T

ing indents: ■

Insert Indent To Here character Mac: Cmd+\ (backslash) Win: Ctrl+\ (backslash)

By entering a positive value in the Left

Paragraphs in need of some hanging indents

Indent field and a negative value in First Line indent field of the Paragraph palette or Control bar ■

By inserting a tab and the special Indent To Here character

■

By applying a tab stop and a first line indent with the Tabs palette

Paragraph Palette/Control Bar Indent Fields To create a hanging indent using the Paragraph palette/Control bar indent fields, perform the following steps: 1 In the first line of each paragraph, insert a tab after the lead-in character. 2 Enter a positive value in the Left Indent field of the Paragraph palette or Control bar. 3 Enter the negative of the value in the First Line Indent field of the Paragraph palette or Control bar.

248

Creating Hanging Indents and Punctuation (continued)

Related Tasks

Indent To Here Character

10.6

Formatting Paragraphs

10.7

Creating Drop Caps

1 In the first line of each paragraph, insert a tab after the lead-in character. 2 Place the Type tool cursor just after the tab in each paragraph and choose Type >

3 If necessary, select the paragraphs with the Type tool and adjust the tab indents using

10.11 Change/Apply Justification

the Tabs palette.

10.13 Setting Tabs

PAGE BUILDING

10.10 Change/Apply Hyphenation

Insert Special Character > Indent To Here.

WORKSPACE

10.9

Shortcuts Type tool Mac and Win: T TYPOGRAPHY

Tabs palette Mac: Shift+Cmd+T Win: Shift+Ctrl+T

GRAPHICS

Tabs Palette You can also create a hanging indent using the Tabs palette.

COLOR

In the first line of each paragraph, insert a tab after the lead-in character. Select the paragraphs with the Type tool and press Command+Shift+ T/Ctrl+Shift+T to open the Tabs palette. Hold down the Shift key and drag the bottom-left arrow (the Left Indent icon) to the right.

OUTPUT

249

10.9 Related Tasks

Creating Hanging Indents and Punctuation (continued)

Hanging Punctuation

10.14 Inserting Special Characters

You can greatly improve the “look” of your text by hanging punctuation marks outside the

11.2

Creating and Applying Paragraph Styles

column edge. You can do this by applying the Optical Margin Alignment option located in

11.4

Creating and Applying Nested Styles

but also makes a slight adjustment to the edges of any characters extending outside the

11.5

Creating and Applying Object Styles

the Story palette. When you enable this feature, InDesign not only adjusts the punctuation, column edge (a common occurrence with capital serifs). Select a text frame with either selection tool and then open the Story palette by choosing Window > Type & Tables > Story. Click the Optical Margin Alignment check box to allow InDesign to instantly adjust the punctuation and extended character alignment. Optical Margin Alignment carries through to all linked frames in a story.

Shortcut Toggle Control bar character/paragraph attributes Mac: Cmd+Opt+7 Win: Ctrl+Alt+7

To adjust the applied “hang” amount, increase or decrease the value entered in the Align Based On Size field.

Tip One benefit to creating hanging indents with the Paragraph or Tabs palette is the ability to save them as part of a paragraph style— an option you do not have when inserting the Indent To Here character.

Before (left) and after (right) applying Optical Margin Alignment

250

Change/Apply Hyphenation Related Tasks

InDesign allows you to apply specific hyphenation settings to a document or selected paragraph. You can do this using the Hyphenation Settings dialog, which you can access

2.6

by choosing Hyphenation from the Paragraph palette menu.

Type Menu Type Tools

4.21

Type and Tables Palettes

5.4

Composition Preferences

To adjust hyphenation settings for a specific paragraph (or paragraphs), insert the Type

7.4

Selecting Type

tool cursor anywhere in the paragraph (or highlight multiple paragraphs) and access the

9.3

Importing Text

dialog, the settings you specify are applied to all added and imported text (untagged and unformatted), while preexisting paragraphs retain their applied hyphenation settings.

Hyphenation Settings dialog.

PAGE BUILDING

3.6

To set document-wide hyphenation settings, choose Edit > Deselect All. In the resulting

WORKSPACE

10.10

Shortcuts Paragraph palette Mac: Opt+Cmd+T Win: Alt+Ctrl+T TYPOGRAPHY

Type tool Mac and Win: T


Hyphenate Click to access and apply hyphenation settings.  Words With At Least Enter a value indicating how many letters a word must contain before GRAPHICS

hyphenation can occur. Higher values result in fewer hyphenations.  After First Enter a value indicating how many letters a word fragment must contain preceding a

hyphen. To avoid two-letter fragments, enter a value of 3 or higher.  Before Last Enter a value indicating how many letters a word fragment must contain following a

hyphen. To avoid two-letter fragments, enter a value of 3 or higher.  Hyphen Limit Enter a value to limit the number of consecutive hyphens allowed at the left edge

of the column.  Hyphenation Zone Enter a value indicating the inset of the imaginary “hyphenation zone” along COLOR

the right column edge. Higher values result in fewer hyphenations but more ragged lines. Note: Hyphenation Zone does not apply to justified text.  Hyphenation Slider Drag the slider to the left for Better Spacing; drag to the right for Fewer

Hyphens. Click the Preview button to see the effect as it is applied.  Hyphenate Capitalized Words Uncheck this option to prevent hyphenation of proper names and

other capitalized words. Hyphenate Last Word Check this option to allow hyphenation of the last word of a paragraph.

OUTPUT

251

10.10

Change/Apply Hyphenation

(continued)

Related Tasks 9.11

Editing the Dictionary

10.6

Formatting Paragraphs

10.11 Change/Apply Justification 11.2

Creating and Applying Paragraph Styles

11.4

Creating and Applying Nested Styles

11.5

Creating and Applying Object Styles

Using InDesign’s default hyphenation settings: more hyphens—fewer ragged lines.

Shortcuts Toggle Control bar character/paragraph attributes Mac: Cmd+Opt+7 Win: Ctrl+Alt+7

Using custom hyphenation settings: fewer hyphens—more ragged lines.

To set customized application-wide default hyphenation settings, make your adjustments in the dialog without any documents open. These settings are then applied to all added

Insert discretionary hyphen Mac: Shift+Cmd+ Hyphen Win: Shift+Ctrl+ Hyphen

and imported text (untagged and unformatted, of course) in all your documents. Preexisting paragraphs will retain their applied hyphenation settings.

Tip DISCRETIONARY HYPHENS You can tell InDesign how you’d like to hyphenate certain words by editing their hyphenation points in the Dictionary palette.

Another way to control hyphenation in InDesign is to insert Discretionary Hyphen characters. Place the Type tool cursor at a preferred hyphenation point in a word, and choose Type > Insert Special Character > Discretionary Hyphen. By doing so, you’re not forcing a word to hyphenate; instead, you’re telling InDesign “it’s okay to hyphenate this word here, but only if you really need to.”

252

Change/Apply Justification Related Tasks

The Justification dialog, which you can access by choosing Justification from the Paragraph palette menu, allows you to control how InDesign handles word and letter spacing.

2.6

The values entered in the Minimum, Desired, and Maximum fields of this dialog are percentages of the standard word and letter spaces embedded in the font by its designer.

Type Tools

4.21

Type and Tables Palettes

5.4

Composition Preferences

options.

7.4

Selecting Type

9.3

Importing Text

PAGE BUILDING

a Single-Line or Paragraph Composer, and choose from available Single Word Justification

Type Menu

3.6

The Justification dialog also lets you adjust the default Auto Leading percentage, specify

WORKSPACE

10.11

Shortcuts Justification dialog Mac: Opt+Shift+Cmd+J Win: Alt+Shift+Ctrl+J


Word Spacing Enter a value to apply Minimum, Desired, and Maximum percentages of word

TYPOGRAPHY

Paragraph palette Mac: Opt+Cmd+T Win: Alt+Ctrl+T

spacing. Nonjustified text only responds to the Desired value.  Letter Spacing Enter a value to apply the Minimum, Desired, and Maximum amount of character

spacing. As with Word Spacing, nonjustified text only responds to the Desired value.  Glyph Scaling Enter a value to apply the Minimum, Desired, and Maximum amount of horizontal GRAPHICS

glyph scaling allowed. This option is genuinely weird. Glyph scaling fits characters into a line by stretching them, except it uses different scaling percentages, resulting in all different character shapes from line to line. Unless you’re purposely trying to make your type look bad, it is recommended that you keep these values set at 100%.  Auto Leading Enter a value for InDesign to apply to paragraphs set to Auto Leading. Auto Lead-

ing is calculated using a percentage (entered here) of the largest character on a line.  Single Word Justification Choose a justification method for InDesign to use when faced with a

single-word line in a paragraph (usually the result of a really long word or a really narrow column). Options include: Full Justify, Align Left, Align Center, and Align Right. COLOR

 Composer Choose a paragraph composition method. Options include Adobe Single-Line Com-

poser or Adobe Paragraph Composer. Single-line composition calculates word and letter spacing on a per-line basis. This adds greater space variation to the text and can make it harder to read. Paragraph composition considers all lines in a paragraph when calculating word and letter spacing. Paragraph (or multiline) composition generally results in better-looking text that is much easier to read.

OUTPUT

253

10.11

Change/Apply Justification

(continued)

Related Tasks 9.11

Editing the Dictionary

10.6

Formatting Paragraphs

10.14 Inserting Special Characters 11.2

Creating and Applying Paragraph Styles

11.4

Creating and Applying Nested Styles

11.5

Creating and Applying Object Styles

Using InDesign’s default justification settings (shown above): fairly wide word spacing, no extra letter spacing.

Shortcuts Type tool Mac and Win: T Toggle Control bar character/paragraph attributes Mac: Cmd+Opt+7 Win: Ctrl+Alt+7

Using custom justification settings: extra-wide word spacing, slightly extra letter spacing. As a result, paragraphs are a little less ragged.

Tips Inserting a Flush Space character at the end of a paragraph that is set to Justify All Lines allows you to flush the last line to the left. Choose Type > Insert White Space > Flush Space.

To set application-wide default justification settings, make your adjustments in the dialog without any documents open. These settings are then applied to all added and imported text (untagged and unformatted, of course) in all your documents. Preexisting paragraphs retain their applied justification settings.

To help balance out uneven line widths, insert the Type tool cursor anywhere in a ragged paragraph and choose Balance Ragged Lines from the Paragraph palette menu.

254

Bullets and Numbering Related Tasks

InDesign CS2 allows you to place a bullet or number before each paragraph in a list using paragraph formatting. You can also save bulleted and numbered list attributes as part of a

2.6

paragraph style. To set and apply bullet and numbering attributes, select the list with the Type tool and

Type Tools

4.21

Type and Tables Palettes

7.4

Selecting Type

Type menu.

Shortcuts Paragraph palette Mac: Opt+Cmd+T Win: Alt+Ctrl+T

PAGE BUILDING

Bullets and Numbering dialog. In the dialog, choose Bullets or Numbers from the List

Type Menu

3.6

choose Bullets and Numbering from the Paragraph palette menu. InDesign launches the

WORKSPACE

10.12

Type tool Mac and Win: T

GRAPHICS

When you select the Bullets option, the dialog displays a glyphs icon grid that allows you to select a character to place before each paragraph in the selected list. You can also choose a font family and style, point size, and color to apply to the selected bullet character. At the bottom of the dialog, define the bullet position by choosing Hanging or Flush Left from the Position menu, or by entering values in the Left Indent, First Line Indent, and Tab Position fields. Check the Preview option to see the settings applied as you enter them.

TYPOGRAPHY

Toggle Control bar character/paragraph attributes Mac: Cmd+Opt+7 Win: Ctrl+Alt+7

COLOR

You can add characters to the bullet glyph set by clicking the Add button. InDesign launches the Add Bullets dialog, which allows you to select characters from a chosen font and add them to the bullet glyph set. To insure that an added bullet character is applied using the selected font, check the Remember Font with Bullet option. Click OK to add the selected character to the bullet glyph set and close the dialog. Click the Add button to add the selected character and keep the dialog open.

OUTPUT

255

10.12

Bullets and Numbering

(continued)

Related Tasks 10.6

Formatting Paragraphs

10.14 Inserting Special Characters 11.2

Creating and Applying Paragraph Styles

11.4

Creating and Applying Nested Styles

Tips Bullet glyph characters without a remembered font appear in the Bullets and Numbering dialog grid with a “u” (for Unicode) next to it.

When you select the Numbers option, choose a style and separator character from the menus. You can also enter a separator character in the field. Enter a number to start the list with in the Start At field, then choose a font family and style, point size, and color to apply. At the bottom of the dialog, define the bullet position using the Position menu or by entering values in the Indent/ Position fields. Check the Preview option to see the settings applied as you enter them.

Formatted numbers are updated automatically when editing a paragraph list.

To apply the document default list attributes to a selected list, click the Bulleted or Numbered List buttons in the Control bar or PageMaker Toolbar.

Formatted bullets and numbers cannot be selected with the Type tool. To convert formatted bullets or numbering to selectable text, choose Convert Numbering to Text or Convert Bullets to Text from the Paragraph palette menu.

CREATING JUMP LINES You may run into an instance, especially in book or magazine publishing, where you need to indicate what page a story continues on. Thankfully, InDesign has special characters devoted to creating auto jump lines. Using these characters, InDesign automatically identifies the page you are jumping to or from. In a separate text frame that overlaps the main story, type a jump line followed by the Next Page Number or Previous Page Number character. To insert either character, choose Type > Insert Special Character > Next/Previous Page Number. You can also insert these characters using the contextual menu by Control/right-clicking.

256

Setting Tabs Related Tasks

You can adjust tab stops for selected tab characters using the Tabs palette. Insert the Type tool cursor on a line of a paragraph containing a tab character (or multiple tab characters),

2.6

and open the Tabs palette by choosing Window > Type & Tables > Tabs. To position the stops for all tab characters placed in the paragraphs of a single, unthreaded

Type Menu

3.6

Type Tools

4.21

Type and Tables Palettes

text frame, select the frame with either selection tool and open the Tabs palette.

Selecting Type

9.3

Importing Text

possible) directly above the selected text frame. Click above the tab ruler to position a tab

10.6

Formatting Paragraphs

click one of five alignment option buttons.

PAGE BUILDING

7.4

Click the Magnet button located in the bottom right of the Tabs palette to position it (when stop, or enter a specific measurement value in the X field. With the tab stop icon selected,

WORKSPACE

10.13

Shortcuts Tabs palette Mac: Shift+Cmd+T Win: Shift+Ctrl+T

Right Tab Stop: Aligns text to the right of the tab stop position

Decimal Tab Stop: Aligns decimal points and other nonnumeric characters to the tab stop position

GRAPHICS

Centered Tab Stop: Aligns text to the center of the tab stop position

TYPOGRAPHY

Left Tab Stop: Aligns text to the left of the tab stop position

Switch between Tabs palette alignment options Mac: Opt-click tab marker in palette Win: Alt-click tab marker in palette

COLOR

Align to Character Tab Stop: Aligns the character specified in the Align On field to the tab stop position. If InDesign cannot locate the specified character in the text, it treats the tab as a Right Tab Stop.

To remove a tab stop, simply drag it off the palette. To remove all tab stops from a selected area of text, choose Clear All from the palette menu.

OUTPUT

257

10.13 Related Tasks 10.9

Setting Tabs

Changing Tab Stop Alignment and Position

Creating Hanging Indents and Punctuation

Tab stop alignment can be changed at any time by selecting the tab stop icon and clicking a different alignment button.

10.14 Inserting Special Characters 11.2

Creating and Applying Paragraph Styles

11.4

Creating and Applying Nested Styles

11.5

Creating and Applying Object Styles

(continued)

You can reposition a tab stop by dragging it to the left or right above the tab ruler. As you do, a vertical guide follows your movements in the text frame and a grayed-out tab stop icon appears in its previous position. You can also reposition a tab stop by selecting it and entering a new measurement value in the X field.

Shortcuts Type tool Mac and Win: T

Repeating Tab Stops

Toggle Control bar character/paragraph attributes Mac: Cmd+Opt+7 Win: Ctrl+Alt+7

To position a series of tab stops spaced an equal distance apart from each other, select a tab stop icon and choose Repeat Tab from the palette menu. The tab stop is repeated and applied to all tab characters across the length of the column, replacing any preexisting tab stops.

Tips When setting tab stops with the Tabs palette, you cannot select and move more than one tab stop icon at a time.

Tab Leaders To fill a tab space with series of characters (called leaders), select the tab stop icon and enter a leader character (period, dash, bullet point, etc.) into the Leader field of the Tabs palette. Leader characters can be selected and formatted just like any other type character.

Tab stops can also be saved as part of a paragraph style.

258

Inserting Special Characters Related Tasks

Unlike QuarkXPress, InDesign does not expect you to memorize a lot of keyboard shortcuts in order to insert special characters (such as an em dash, hair space, copyright sym-

4.21

Type and Tables Palettes

9.15

Applying Find/Change

bol, or forced line break). Instead it allows you to access them under the Type menu. Of course, if you’re really into keyboard shortcuts, you can still use them—you just don’t

WORKSPACE

10.14

have to memorize them!

Type tool Mac and Win: T

PAGE BUILDING

Shortcuts

Show/hide hidden characters Mac: Opt+Cmd+I Win: Alt+Ctrl+I

The Type menu includes submenus for inserting special characters, white space characters, and break characters. Position the Type tool cursor anywhere you’d like to insert a special

Bullet character Mac: Opt+8 Win: Alt+8

character and select it from any one of these submenus.

TYPOGRAPHY

Auto Page Number Mac: Opt+Shift+Cmd+N Win: Alt+Shift+Ctrl+N

Copyright symbol Mac: Opt+G Win: Alt+G

Glyphs Palette Another way to access and insert special characters is through the Glyphs palette. These and applied using the palette. You can open it by choosing Type > Glyphs or Window > Type & Tables > Glyphs.

Paragraph symbol Mac: Opt+7 Win: Alt+7

GRAPHICS

Ellipsis Mac: Opt+; (semicolon) Win: Alt+; (semicolon)

characters (called glyphs) are actually built into the selected font and can be previewed

Registered trademark symbol Mac: Opt+R Win: Alt+R

The palette Show menu allows you to display available glyph characters for an entire font or alternates for a type selection. You can also choose to display additional glyph subsets such as Small Capitals, Discretionary Ligatures, or Slashed Zeros, for OpenType fonts that contain them.

Em dash Mac: Opt+Shift+- (dash) Win: Alt+Shift+- (dash)

COLOR

Section symbol Mac: Opt+6 Win: Alt+6

Tip

259

OUTPUT

When working with the Type tool, you can insert special characters through the contextual menu by Control/ right-clicking.

10.14 Related Tasks 10.6

Formatting Paragraphs

10.9

Creating Hanging Indents and Punctuation

Creating and Applying Paragraph Styles

11.4

Creating and Applying Nested Styles

11.5

Creating and Applying Object Styles

(continued)

To insert a glyph, position the Type tool cursor anywhere you’d like the glyph to appear and double-click the character in the palette. The Glyphs palette also allows you to create and save all your favorite glyph characters in a custom glyph set. To create a set, choose New Glyph Set from the palette menu, enter a name for it, and click OK. Choose a font from the menu at the bottom of the palette and

10.13 Setting Tabs 11.2

Inserting Special Characters

then select a glyph to add to the set. Choose Add To Glyph Set from the palette menu and select your set’s name from the submenu list. You can continue to select and add as many glyphs as you like.

To edit a set, choose Edit Glyph Set from the palette menu and select a set from the submenu. To remove a glyph from the set, select it from the Edit Glyph Set dialog display and click the Delete From Set button. You can also apply a different font and style to a selected glyph character in this dialog.

Shortcuts En dash Mac: Opt+- (dash) Win: Alt+- (dash) Discretionary hyphen Mac: Opt+Cmd+- (dash) Win: Alt+Ctrl+- (dash) Nonbreaking hyphen Mac: Opt+Cmd+- (dash) Win: Alt+Ctrl+- (dash)

OpenType Fonts Certain OpenType fonts also contain special characters (such as fractions and discretionary

Right indent tab Mac and Win: Shift+Tab

ligatures) that can be applied automatically through the Character palette menu. You can turn these automatic special character options on and off by selecting them from the

Indent To Here Mac: Cmd+\ (backslash) Win: Ctrl+\ (backslash)

OpenType submenu.

Em space Mac: Shift+Cmd+M Win: Shift+Ctrl+M

An option that appears in brackets, such as [Contextual Alternates], indicates that it is not available for the currently selected font. When available, you can also apply a Stylistic Set from the OpenType submenu. When chosen, set glyphs are applied over the font’s default glyphs.

En space Mac: Shift+Cmd+N Win: Shift+Ctrl+N Nonbreaking space Mac: Opt+Cmd+X Win: Alt+Ctrl+X Thin space Mac: Opt+Shift+ Cmd+M Win: Alt+Shift+ Ctrl+M

260

Inserting Footnotes Related Tasks

InDesign allows you to create footnote references that automatically number themselves. To insert a footnote, position the Type tool cursor at the end of a word and choose Type >

2.6

Insert Footnote. InDesign creates a superscript number and places the corresponding reference at the bottom of the column for you to enter footnote text.

Type Menu

3.6

Type Tools

4.21

Type and Tables Palettes

7.4

Selecting Type

9.1

Text Frame Options

10.14 Inserting Special Characters

PAGE BUILDING

As you type, the footnote text area automatically expands up the column as needed, but not past the footnote reference number. If you allow it to split, overset footnote text carries over to the next text frame column or threaded frame. If not, the footnote reference is either moved to the next column or an overset icon appears. When this happens you can either resize the frame or change the text formatting.

WORKSPACE

10.15

Shortcuts Type tool Mac and Win: T

Footnote numbering restarts with each story. You can change footnote numbering, forMac and Win: Shift+F11

matting, and layout in the Footnote Options dialog (Type > Document Footnote Options).
Style Choose a footnote numbering style from

TYPOGRAPHY

Show/hide character styles

Show/hide Paragraph Styles palette Mac and Win: F11

the menu.  Start At Specify the start number for the first

footnote of the story. GRAPHICS

 Restart Numbering Every Enable to allow

renumbering to start within the document. Choose Page, Spread, or Section from the menu to indicate when renumbering should begin.  Show Prefix/Suffix In Enable to display pre-

fixes or suffixes in the footnote reference. This option is useful for displaying footnote text or references in parentheses or brackets, such as (1) or [1]. COLOR

 Position Reference number display method.

Options include Apply Superscript, Apply Subscript, and Apply Normal.  Character Style Style for the footnote reference number. To apply no style, choose None from

the menu.  Paragraph Style Style for the footnote reference text. To apply no style, choose None from the menu.  Separator White space characters to place between the footnote number and the start of the

footnote text. To change the existing separator, delete it first, and then select a new one from the menu. OUTPUT

261

10.15 Related Tasks 11.1

Creating and Applying Character Styles

11.2

Creating and Applying Paragraph Styles

13.4

Creating Paragraph Rules

Inserting Footnotes

(continued)

Layout Options

Shortcuts Em space Mac: Shift+Cmd+M Win: Shift+Ctrl+M En space Mac: Shift+Cmd+N Win: Shift+Ctrl+N

Tips To set default footnote options, enter preferred settings in the dialog without any documents open. You can import footnotes from Microsoft Word and RTF documents.


Minimum Space Before First Footnote Enter a value to specify the amount of space between

the bottom of the column and the first line of the footnote.  Space Between Footnotes Enter a value to specify the amount of space between paragraphs of

footnote text.  Offset This option specifies the amount of space between the footnote divider and the first line of

footnote text. Choose to apply Ascent, Cap Height, Leading, X Height, or Fixed first baseline offset to the footnote.  Place End Of Story Footnotes At Bottom Of Text Enable this option to allow footnotes placed in

the last column to appear directly below the last frame of the story rather than at the bottom of the column.  Allow Split Footnotes Enable this option to allow overset footnotes to carry over to the next text

frame column or threaded frame.  Ruler Above Specify appearance and location options for the footnote divider line. These options

are similar to those available for creating paragraph rules. For no rule to appear, uncheck the Rule On option.

262

11

WORKSPACE WORKSPACE

C H A P T E R

Styles attributes. Once you create a winning combination of attributes, you can save it as a style and apply it to other text or object selections with one simple click. Also, applying styles identifies what role each item plays in a document—an important function when working with XML.

BUILDING PAGE BUILDING

STYLES ALLOW YOU TO save and apply various character, paragraph, and object formatting

To make good use of this chapter, you might want to familiarize yourself with some “style language” and the following terms: Global formatting: Applying attributes with styles; so called because all text items or objects formatted TYPOGRAPHY TYPOGRAPHY

this way throughout the document are affected by any changes made to the style. Local formatting: Applying attributes directly (without styles). Any changes made affect the selected text only. Overriding: Adding local formatting to stylized text. It is possible to add overridden attributes to a style,

GRAPHICS

and also remove them from stylized text. Default character/paragraph formatting: The attribute settings entered in the Character and Paragraph palettes and Control bar at application launch. Undefined attributes: Attributes left unchanged by

A magazine page created in InDesign using styles

an applied style. OK, now that we’re well versed in style terminology, let’s get started!

■

11.2 Creating and Applying Paragraph Styles

■

11.3 Creating and Applying Parent/Child Styles

■

11.4 Creating and Applying Nested Styles

■

11.5 Creating and Applying Object Styles

■

11.6 Editing and Deleting Styles

■

11.7 Importing Styles

OUTPUT OUTPUT

11.1 Creating and Applying Character Styles

COLOR

■

11.1 Related Tasks

Creating and Applying Character Styles

Character styles only allow you to save and apply character attributes, such as kerning and tracking, not paragraph attributes such as justification and alignment. Items that

2.6

Type Menu

3.2

Control Bar

3.6

Type Tools

prime candidates for character styles.

4.4

Automation Palettes

Creating Character Styles

4.21

Type and Tables Palettes

There are three ways to set up a character style: from scratch, by basing the new style on

5.2

Type Preferences

7.4

Selecting Type

7.12

Filling Text

repeat in a publication—headings, subheads, or custom drop caps, for example—are all

preformatted text you’ve selected, or by basing it on an existing style: ■

To create a character style from scratch—with no attributes already set, make sure that no text is selected and no style is highlighted in the palette, then Option/Alt-click the Create New Style button at the bottom of the Character Styles palette or choose New Character Style from the palette menu.

Shortcuts ■

Character Styles palette Mac and Win: Shift+F11

To create a character style and have it start out inheriting all the attributes of another style, highlight the existing style in the Character Styles palette, make sure no text is selected, then click the Create New Style button or choose New Character Style from the palette menu.

Paste without formatting Mac: Shift+Cmd+V Win: Shift+Ctrl+V

■

To create a character style and have it start out using all the attributes of some text that has already been formatted locally, select the formatted text with the Type tool, then Option/Alt-click the Create New Style button. This is probably the easiest way to

Redefine character style (match selected text) Mac: Opt+Shift+Cmd+C Win: Alt+Shift+Ctrl+C

create a new style.

In all three cases, you’ll be presented with the New Character Style dialog, where you can enter your preferred values for the style. Each of this dialog’s panels mirrors the formatting controls located in the corresponding palette or dialog. You can access a panel by clicking its name in the menu to the left.

264

To edit an existing style’s definition, doubleclick the style name in the palette or choose Style Options from the palette menu; the Character Style Options dialog includes the same set of category panels. You’ll notice that some of the fields in the dialog appear blank. This is because InDesign only adds those attributes to the style that have been changed from the defaults. Therefore, when you apply a character style to selected text in InDesign, only the attributes defined by the style are changed—all other local formatting remains unchanged.

Creating and Applying Character Styles

(continued)

Related Tasks

Click OK when you’ve finished defining or editing the style. Once you’ve created a new style, InDesign does not automatically apply it to a text selection. After all, you can’t expect InDesign to do everything for you!

Applying Character Styles

Stroking Text

10.1

Kerning and Tracking

10.2

Scaling and Skewing Type

10.3

Adjusting Leading and Baseline Shift

10.4

Underline and Strikethrough

11.6

Editing and Deleting Styles

11.7

Importing Styles

Edit style options without applying style Mac: Opt+Shift+Cmddouble-click style Win: Alt+Shift+Ctrldouble-click style

Quick Apply Mac: Cmd+Return Win: Ctrl+Enter

To apply a character style, make a text selection with the Type tool and click the style name in the Character Styles palette. Once again, only the attributes defined by the style are applied—all other attributes remain local.

GRAPHICS

Remove local formatting Mac: Opt-click style name in palette Win: Alt-click style name in palette

TYPOGRAPHY

Shortcuts

PAGE BUILDING

To save all of the character attributes applied to the selected text as a style, you can either enter all of the missing values manually in the Character Style Options dialog, or run the CreateCharacterStyle script available on the InDesign CS2 installation CD.

7.14

WORKSPACE

11.1

Tip

Once applied, the style is linked to the text and can only be removed by selecting the text and clicking None in the Character Styles palette or choosing Break Link To Style from the palette menu. You can also choose None from the Character Style menu located in the

COLOR

To open the New Character Style dialog, double-click the character style icon in the Control bar.

Control bar. When breaking a style link, stylized attributes become local and are not removed from the text. To break the link and reformat using default attributes, hold down Option/Alt as you select the command from the palette menu, or apply the None style. OUTPUT

265

11.2 Related Tasks

Creating and Applying Paragraph Styles

Paragraph styles include both paragraph and character formatting, and are ideal for

6.20

Aligning to Baseline Grid

7.4

Selecting Type

7.12

Filling Text

Creating Paragraph Styles

7.14

Stroking Text

There are three ways to set up a paragraph style: from scratch, by basing the new style on

9.15

Applying Find/Change

preformatted text you’ve selected, or by basing it on an existing style:

10.1

Kerning and Tracking

■

10.2

Scaling and Skewing Type

10.3

Adjusting Leading and Baseline Shift

10.4

Underline and Strikethrough

10.6

Formatting Paragraphs

10.7

Creating Drop Caps

10.8

Applying Keep Options

applying to items such as body text or captions.

To create a paragraph style from scratch, with no attributes already set, make sure that no text is selected and no style is highlighted in the palette, then Option/Alt-click the Create New Style button at the bottom of the Paragraph Styles palette or choose New Paragraph Style from the palette menu.

■

To create a paragraph style and have it start out inheriting all the attributes of another style, highlight the existing style in the Character Styles palette, make sure no text is selected, then click the Create New Style button or choose New Paragraph Style from the palette menu.

■

To create a paragraph style and have it start out using all the attributes of a paragraph that has already been formatted locally, insert the Type tool cursor anywhere in the paragraph, then Option/Alt-click the Create New Style button. This is probably the easiest way to create a new style.

Shortcuts

Click OK when you have finished defining the style. Once you create the new paragraph

Paragraph Styles palette Mac and Win: F11

style, InDesign does not automatically apply it to the text selection. You must do so manually.

Paste without formatting Mac: Shift+Cmd+V Win: Shift+Ctrl+V Redefine character style (match selected text) Mac: Opt+Shift+Cmd+C Win: Alt+Shift+Ctrl+C Redefine paragraph style (match selected text) Mac: Opt+Shift+ Cmd+R Win: Alt+Shift+ Ctrl+R

In all three cases, you’ll be presented with the New Paragraph Style dialog, which includes 15 different panels. Each panel mirrors the formatting controls located in the corresponding palette or dialog. You can access each one by clicking its name in the menu located on the left.

Edit style options without applying style Mac: Opt+Shift+Cmddouble-click style in palette Win: Alt+Shift+Ctrldouble-click style in palette 266

To edit an existing style’s definition, doubleclick the style name in the palette or choose Style Options from the palette menu; the Paragraph Style Options dialog includes the same set of category panels. Unlike with character styles, InDesign adds all of the applied character and paragraph formatting from the selected text to the new paragraph style.

Creating and Applying Paragraph Styles (continued)

Related Tasks

Applying Paragraph Styles

WORKSPACE

11.2

10.13 Setting Tabs 10.14 Inserting Special Characters

11.6

Editing and Deleting Styles

11.7

Importing Styles

Shortcuts

To apply a paragraph style, make a text selection with the Type tool and click the style name in the Paragraph Styles palette. When applying a paragraph style this way, InDesign retains local formatting undefined by the style, except when it applies to all of the characters in the paragraph, in which case local formatting is removed.

Clear character overrides only Mac: Cmd-click Clear Overrides button Win: Ctrl-click Clear Overrides button

TYPOGRAPHY

Remove local formatting and apply style Mac: Opt-click style name in palette Win: Alt-click style name in palette

PAGE BUILDING

10.15 Inserting Footnotes

Clear paragraph-level overrides only Mac: Cmd+Shift-click Clear Overrides button Win: Ctrl+Shift-click Clear Overrides button

Once applied, the style is linked to the text and can only be removed by choosing Break Link To Style from the palette menu, or by choosing No Paragraph Style from the menu in the Control bar.

Remove local formatting including character styles and apply paragraph styles Mac: Opt+Shift-click style name in palette Win: Alt+Shift-click style name in palette

the text. To reformat using default attributes, apply the Basic Paragraph style.

Applying Next Style When you create a paragraph style,

GRAPHICS

When you break a style link, stylized attributes become local and are not removed from

InDesign allows you to automatically Quick Apply Mac: Cmd+Return Win: Ctrl+Enter

assign a different, preexisting style to the next paragraph following a car-

Tip

ate and apply a style for an item such as a pull quote (a short excerpt or quoted paragraph, inserted between or to one side of paragraphs of body text), you can set up your styles so that the paragraph immediately foltext style.

267

The whole idea behind using styles is to save time, not waste it. That’s why it is always a good idea to name your styles. You won’t waste time trying to find the one you need. OUTPUT

lowing automatically has the body

Select the pull quote style in the Paragraph Styles palette and choose Style Options from the palette menu. In the General panel of the options dialog, select the body text style from the Next Style menu. Click OK and type the pull quote. When you press Return/Enter, the chosen style is automatically applied.

COLOR

riage return. For example, if you cre-

11.3 Related Tasks 7.4

Selecting Type

11.6

Editing and Deleting Styles

11.7

Importing Styles

Creating and Applying Parent/Child Styles

InDesign allows you to create a style that is based on another style. When you do this, shared attributes change dynamically throughout all of the “children” when the “parent” style is edited. All styles in InDesign can be based on another style of the same type. For example, a character style can be based on another character style but not on a paragraph or object style. Paragraph styles can be based on other paragraph styles, and object styles can be

Shortcuts

based on other object styles.

Character Styles palette Mac and Win: Shift+F11 Paragraph Styles palette Mac and Win: F11 Paste without formatting Mac: Shift+Cmd+V Win: Shift+Ctrl+V Redefine paragraph style (match selected text) Mac: Opt+Shift+Cmd+R Win: Alt+Shift+Ctrl+R Edit style options without applying style Mac: Opt+Shift+Cmddouble-click style Win: Alt+Shift+Ctrldouble-click style

To create a new style that is based on an existing “parent” style, access the New Style dialog from the Styles palette menu. Choose a parent style from the Based On pop-up menu.

Be sure and change any attributes you do not want affected by edits made to the parent

Quick Apply Mac: Cmd+Return Win: Ctrl+Enter

style. InDesign keeps track of which attributes are shared and which are not. When you’ve finished, click OK to add the new style to the Styles palette list.

Tip When you’re creating a new style, InDesign automatically bases it on the style that is applied wherever the Type tool cursor is placed. If you do not want to base the new style on another, be sure to choose No Paragraph Style from the Based On menu.

268

Creating and Applying Nested Styles Related Tasks

With nested styles, you can automatically format a paragraph using several character styles. Rather than apply multiple character styles one at a time, you can select multiple lines and/or paragraphs of text and apply the styles all at once. 1 Select some text and choose Drop Caps And Nested Styles from the Paragraph palette

7.4

Selecting Type

7.12

Filling Text

10.7

Creating Drop Caps

menu or Control bar menu. At the bottom of the dialog, click the New Nested Style button. 11.6

Editing and Deleting Styles

11.7

Importing Styles

acter style to apply to the initial characters. 3 Click the word to the right of the character style menu to activate a second menu: Choose

PAGE BUILDING

10.13 Setting Tabs

2 From the menu that appears, choose a char-

WORKSPACE

11.4

Shortcuts

“through” to apply the selected character style Drop caps and nested styles Mac: Opt+Cmd+R Win: Alt+Ctrl+R

up to and including the specified characters. Choose “up to” to apply the style up to but not

Character Styles palette Mac and Win: Shift+F11

4 Click the number to the right of the through/up to menu to activate the data field. Enter the number of characters you’d like to apply the character style to. 5 Click the field at the far right to activate the

Paste without formatting Mac: Shift+Cmd+V Win: Shift+Ctrl+V

character menu/data field. Choose a delimiting character from the list or enter one in the data field. You can also enter metacharacters

6 To continue adding nested styles, click the New Nested Style button again and repeat steps 2–5. When you’ve finished, click OK to

GRAPHICS

Edit style options without applying style Mac: Opt+Shift+Cmddouble-click style Win: Alt+Shift+Ctrldouble-click style

like the one shown here for an en space.

TYPOGRAPHY

including the specified characters.

Quick Apply Mac: Cmd+Return Win: Ctrl+Enter

apply the nested style to the selection. Check the Preview option in the dialog to see the nested styles applied as you create them. Nested Style 1

Tip

Nested Style 2

OUTPUT

Nested styles become even more powerful when you save them as part of a paragraph style. To do this, open the New Paragraph Style or Paragraph Style Options dialog and click the Drop Caps And Nested Styles panel. Follow the steps above to add more formatting to a paragraph style than you ever realized you could.

COLOR

You can insert the special End Nested Style Here character at a point in the paragraph where you’d like to stop applying the style. Place the Type tool cursor at the preferred stopping point and choose Type > Insert Special Character > End Nested Style Here.

269

11.5 Related Tasks

Creating and Applying Object Styles

Object styles are used to format shapes and frames rather than text. They are structured the same way as character and paragraph styles, allowing you to create, apply, edit, and

4.12

Object Styles Palette

7.5

Drawing Rectangles, Ellipses, and Polygons

groups, graphic frames, and text frames. You can stylize fill color, stroke, text wrap, drop

7.6

Drawing Custom Shapes

Creating Object Styles

7.7

Drawing Freeform Shapes

There are three ways to set up an object style: from scratch, by basing the new style on an

7.10

Filling with Solid and Transparent Colors

7.11

Filling with Gradients

7.13

Stroking Frames, Shapes, and Paths

override styles, as well as create parent/child relationships. You can apply them to objects, shadow settings, and transparency, and even include paragraph styles!

object you’ve selected, or by basing it on an existing style: ■

To create an object style from scratch, with no attributes already set, make sure that no object is selected and no style is highlighted in the palette, then Option/Alt-click the Create New Style button at the bottom of the Object Styles palette or choose New Object Style from the palette menu.

■

To create an object style and have it start out inheriting all the attributes of another style, make sure that no object is selected, highlight the existing style in the Object

Shortcuts

Styles palette, then click the Create New Style button or choose New Object Style

Object Styles palette Mac: Cmd+F7 Win: Ctrl+F7

from the palette menu. ■

To create an object style and have it start out using all the attributes of an object that has already been formatted locally, select the object or text frame with either selection

Edit style options without applying style Mac: Opt+Shift+Cmddouble-click style Win: Alt+Shift+Ctrldouble-click style

tool, then Option/Alt-click the Create New Style button. This is probably the easiest way to create a new style.

In all three cases, you’re presented with the New Object Style dialog, where you can enter your preferred values for the style. Each of this dialog’s panels mirrors the formatting controls located in the corresponding palette or dialog. You can access a panel by clicking its name in the menu to the left.

270

Creating and Applying Object Styles

(continued)

Related Tasks

InDesign adds all of the formatting applied to the selected object to the new style (except

Aligning Strokes

7.16

Applying Stroked Path Start and End Styles

7.17

Saving and Applying Custom Strokes

7.18

Applying Gap Color to Open Stroke Styles

7.19

Applying Corner Effects

7.20

Applying and Editing Compound Paths

Shortcuts

remove any formatting using the different panels of the options dialog or by checking/ unchecking any of the attribute options listed in the menu. Click the category arrows in

Remove local formatting Mac: Opt-click style name in palette Win: Alt-click style name in palette

the Style Settings portion of the General panel to display a summary of applied attributes. Click OK when you’ve finished defining the style. Once you create a new object style,

TYPOGRAPHY

paragraph styles, which stays turned off by default). Type a name for the style and add or

PAGE BUILDING

To edit an existing style’s definition, doubleclick the style name in the palette or choose Style Options from the palette menu; the Object Style Options dialog includes the same set of category panels.

7.15

WORKSPACE

11.5

InDesign does not automatically apply it to the selected object. You must do so manually. Quick Apply Mac: Cmd+Return Win: Ctrl+Enter

Applying Object Styles

GRAPHICS COLOR OUTPUT

To apply an object style, select an object (frame or group) with either selection tool and click the style name in the Object Styles palette or choose one from the Control bar menu. Hovering over the style name in the palette displays a tooltip containing a list of applied attributes. 271

11.5 Related Tasks 7.21

Editing and Deleting Styles

11.7

Importing Styles

14.8

Changing an Object’s Opacity Level

14.9

Applying Blend Modes

(continued)

You can also drag and drop the style from the palette onto the selection. When you apply an object style to a group, the

Creating Custom Shapes with Pathfinder

11.6

Creating and Applying Object Styles

style is applied to every object in the group. When you break an object style link, stylized attributes become local and are not removed from the object. To remove the style and its applied attributes, change the Object Style to None rather than breaking the link.

Using Default Object Styles Every document contains three default object styles: Basic

14.10 Adding Drop Shadows

Graphics Frame, Basic Text Frame, and None. By default,

14.11 Feathering

the Basic Text Frame style is applied to any new text frame created with the Type tool; the Basic Graphics Frame style

Tip

is applied to any new shapes drawn with Shape, Pen, and Pencil tools; and the None style is applied to any new

To create a shortcut for applying styles, turn Num Lock on and enter any combination of Shift, Option, Command (Mac) or Shift, Alt, Ctrl (Windows) plus a number from the numeric keypad into the Shortcut field of the New Style or Style Options dialog. Letters and nonkeypad numbers cannot be used with style shortcuts.

frame drawn with the Frame tools. To set the default object style for text or graphic frames,

Once applied, the style is linked to the object and can only be removed by clicking None in the Object Styles palette or choosing Break Link To Style from the palette menu. You can also choose None from the Object Style menu located in the Control bar.

select an object style from the palette with nothing selected in the document. The Basic Graphics Frame and Basic Text Frame object styles can be edited but not deleted. The None style cannot be edited or deleted.

To change the object style defaults, choose Default Text/Graphic Frame Style from the Object Styles palette menu and select a different style from the list. You can also change defaults by dragging the object type icon (text or graphics) from the current default style in the palette to another. 272

Editing and Deleting Styles Related Tasks

Character, paragraph, and object styles can all be edited, overridden, and redefined. Note that simply double-clicking a style name in the palette not only opens its options dialog,

6.20

but also applies the style to your current selection.

Aligning to Baseline Grid Selecting Type

7.12

Filling Text

To edit a style with the Style Options dialog, do one of the following:

7.14

Stroking Text

9.15

Applying Find/Change

10.1

Kerning and Tracking

Press Shift+Opt+Cmd (Mac) or Shift+Alt+Ctrl (Windows) and double-click the style name in the palette.

■

Make sure nothing is selected in the document, then click the style name in the palette and choose Style Options from the palette menu.

PAGE BUILDING

7.4

Editing Styles

■

WORKSPACE

11.6

Shortcuts

Proceed to adjust the settings located in the different panels of the dialog. Once you click document.

Paragraph Styles palette Mac and Win: F11

You can also edit styles using local formatting rather than with style options dialogs. Select the text or object that is tagged with the style you’d like to edit and apply some local formatting. Before you deselect, choose Redefine Style from the palette menu. InDesign adjusts the style to match. Note: The Redefine Object Styles command only redefines attributes for categories that are checked in the options dialog. If the attribute’s category is not checked, you must add it to the style separately.

TYPOGRAPHY

Character Styles palette Mac and Win: Shift+F11

OK, the changes affect all of the text items or objects where the style is applied in the

Paste without formatting Mac: Shift+Cmd+V Win: Shift+Ctrl+V

GRAPHICS COLOR

You may be wondering why a plus sign occasionally appears next to the selected style name in the palette. When the plus icon appears, it means that the applied style has been overridden. A style appears overridden in the palette when you apply local formatting to a selection in addition to the style.

OUTPUT

273

11.6 Related Tasks

Editing and Deleting Styles

(continued)

To remove all character, paragraph, or object style overrides in a selection, Option/Altclick the style name in the respective styles palettes. You can also remove paragraph

10.2

Scaling and Skewing Type

10.3

Adjusting Leading and Baseline Shift

palette

10.4

Underline and Strikethrough

Overrides are handled a little differently with object styles than with character and para-

10.6

Formatting Paragraphs

10.7

Creating Drop Caps

10.8

Applying Keep Options

and object style overrides by clicking the Clear Overrides button in the Paragraph Styles or Object Styles palette

or its equivalent in the Control bar. The

Character Styles palette does not have a clear overrides button.

graph styles. With object styles, overrides are not displayed unless they are part of the style. Therefore, any formatting added outside of the style is not considered an override, and is not removed by clicking the Clear Overrides button. To remove all added formatting, you must click the Clear Attributes Not Defined By Style button located in the Control bar

or at the bottom of the Object Styles palette

. Clicking this button also

resets any disabled categories in the style to None. Shortcuts Redefine paragraph style (match selected text) Mac: Opt+Shift+Cmd+R Win: Alt+Shift+Ctrl+R Edit style options without applying style Mac: Opt+Shift+Cmddouble-click style Win: Alt+Shift+Ctrldouble-click style Remove local formatting Mac: Opt-click style name in palette Win: Alt-click style name in palette

For all three style types (character, paragraph, and object), you can identify what attributes have been overridden by hovering your mouse over the style name in the palette; the tooltip lists them for you.

The Style Settings window in the General panel of the Style Options dialog also contains a list of attributes that differ from the style.

274

Editing and Deleting Styles

(continued)

Related Tasks

Deleting Styles

10.9

To delete a style, first Deselect All (Mac: Shift+Cmd+A; Windows: Shift+Ctrl+A) to avoid applying the style to a selection; then select the style from the palette and click the Delete

WORKSPACE

11.6

Creating Hanging Indents and Punctuation

10.10 Change/Apply Hyphenation

Selected Styles button. You can also choose the Delete Style command from the palette

10.11 Change/Apply Justification 10.13 Setting Tabs 10.14 Inserting Special Characters

PAGE BUILDING

menu or drag the style to the Delete button trash icon.

10.15 Inserting Footnotes

To delete multiple styles at a time, Command/Ctrl-click the styles in the palette and click the Delete Selected Styles button or choose Delete Style from the palette menu. Shift-click to select and delete consecutive styles. You can also choose Select All Unused from the palette menu and delete.

Shortcuts

Before deleting a style that is in use InDesign displays a dialog, asking you what you would like to replace the style with. Choose a replacement style from the menu and click OK.

TYPOGRAPHY

Remove local formatting including character styles Mac: Opt+Shift-click style name in palette Win: Alt+Shift-click style name in palette Quick Apply Mac: Cmd+Return Win: Ctrl+Enter

When replacing a deleted style with No Paragraph Style or None (character or object

Tip You can also edit or delete a style through the contextual menu by Control-clicking (Mac) or right-clicking (Windows) its name in the palette. This is another quick and easy way to delete or edit a style without accidentally applying it to a selection in the document.

in the Delete Style dialog before clicking OK. InDesign applies the deleted style’s formatting as local formatting.

QUICK APPLY If you have so many styles saved in your document that it takes a long time to scroll through the styles palette to find the one you need, try using Quick Apply. Click the

GRAPHICS

styles), you can keep the formatting applied by checking the Preserve Formatting option

COLOR

Quick Apply button in the Control bar, or choose Edit > Quick Apply to open the Quick Edit list. Type the name (or even just the first two letters) of the style you’re trying to locate in the search field. Quick Apply then displays any characters that match your search in the Quick Edit list below. Once you locate the style, press Return (Mac) or Enter (Windows) to apply it to your selection. The Quick Edit list automatically closes once a style is applied. If you can’t find the style you’re looking for, press Esc, or click the Quick Apply button to close the Quick Edit list.

OUTPUT

275

11.7 Related Tasks 9.4

Once you create a set of styles that you like, you can apply them to other InDesign documents using the Load feature.

Importing Tagged and ASCII Text

9.5

Importing XML

17.6

Exporting as XML

Importing Styles

1. To import character, paragraph, or object styles, choose Load Styles from the respective palette’s menu. 2. When the Open A File dialog appears, locate and select the document containing the styles you’d like to import. Click the Open button to access the Load Styles dialog.

Shortcuts

3. The Load Styles dialog displays a list of available styles. Check the boxes next to the styles that

Character Styles palette Mac and Win: Shift+F11

you’d like to import. You can also use the Check All or Uncheck All button. 4. You can tell InDesign how you’d like to handle

Paragraph Styles palette Mac and Win: F11

conflicting style names in the Conflict With Existing Style column of the dialog. If a style conflict exists,

Paste without formatting Mac: Shift+Cmd+V Win: Shift+Ctrl+V

thatcolumn displays an option. To change the option, select the style and choose Auto-Rename or Use Incoming Style Definition from the menu that appears in the column. Style

Redefine paragraph style (match selected text) Mac: Opt+Shift+Cmd+R Win: Alt+Shift+Ctrl+R

differences are listed below in the Incoming Style Definition and Existing Style Definition sections of the dialog. 5. Click OK. That’s all there is to it! InDesign displays the

Edit style options without applying style Mac: Opt+Shift+ Cmd-double-click style Win: Alt+Shift+ Ctrl-double-click style

imported styles in the palette. To import all of the character and paragraph styles from a specific document, choose Load All Styles from the Character Styles or Paragraph Styles palette menus. InDesign also adds styles to a document when you copy/paste or drag and drop stylized

Remove local formatting Mac: Opt-click style name in palette Win: Alt-click style name in palette

text or objects from one InDesign document to another. If a style of the same name already exists, the added style is overridden by the existing style.

Quick Apply Mac: Cmd+Return Win: Ctrl+Enter Place Mac: Cmd+D Win: Ctrl+D

Styles contained in converted QuarkXPress documents, PageMaker documents, and imported Microsoft Word and RTF files are also added. You can identify them by the floppy disk icon that appears next to the style’s name in the palette.

Tip InDesign’s Book palette allows you to synchronize styles among multiple documents.

276

12

WORKSPACE WORKSPACE

C H A P T E R

Placed Images add visual interest to a design, you’ll probably want to include a few photographs. And even though you can create custom-drawn logos and shapes in InDesign, you may also want to add images created in other vector-based drawing programs, such as Adobe Illustrator.

PAGE BUILDING

A PAGE LAYOUT JUST wouldn’t be a page layout without including some placed images. To

In this chapter we’ll explain how to import images of all types into your InDesign documents, including TIFFs, EPS files, layered and multipage PDFs, and native file formats such as AI (Adobe Illustrator format) and layered PSDs (Photoshop Documents). We’ll also explain how to manage links and embed images using the Links palette, and how to apply, create, and edit

12.1

Importing a Graphic Image

■

12.2

Setting Import Options

■

12.3

Object Layer Options and Placed PSDs

■

12.4

Copying to and from Adobe Illustrator

■

12.5

Resizing Placed Images

■

12.6

Updating Missing and Modified Links

■

12.7

Embedding Images

■

12.8

Object-Level Display Settings

■

12.9

Applying and Editing a Photoshop Clipping Path

■

12.10 Creating and Editing an InDesign Clipping Path

GRAPHICS

■

TYPOGRAPHY

clipping paths.

COLOR OUTPUT

12.1 Related Tasks 2.3

File Menu

3.3

Selection Tool

3.4

Direct Selection and Position Tools

Importing a Graphic Image

You can import graphics using the File > Place command (Mac: Cmd+D, Windows: Ctrl+D). When the Place dialog opens, browse to a graphic image on your system and click the Open button. With the loaded Place cursor, you can then click on an existing frame, draw a frame, or click once anywhere on the page for InDesign to draw a frame for you. In all three scenarios, the image is automatically placed in the frame.

4.10

Links Palette

The loaded Place cursor

4.14

PageMaker Toolbar

The loaded Place cursor positioned over a frame

5.12

Display Performance Preferences

The loaded Place PDF cursor

File Handling Preferences

The loaded Place PDF cursor positioned over a frame

5.14

To import a graphic image as you would in QuarkXPress, select an existing frame and Shortcuts

choose the Place command. In the resulting dialog, browse to the image and click the Open

Place Mac: Cmd+D Win: Ctrl+D

button. The image appears at 100% of its size in the graphic frame. You can then resize the

Copy to Clipboard Mac: Cmd+C Win: Ctrl+C

1. Select a frame.

image or apply one of the fitting commands, from the Object > Fitting submenu.

Paste from Clipboard Mac: Cmd+V Win: Ctrl+V Links palette Mac: Shift+Cmd+D Win: Shift+Ctrl+D Selection tool Mac and Win: V

Tip You can drag and drop multiple images at once from a folder on your system into an InDesign document.

278

Importing a Graphic Image

(continued)

2. Choose File > Place to access the Place dialog and browse to the image.

Related Tasks

7.2

Selection Tool vs. Direct Selection Tool

11.5

Creating and Applying Object Styles

12.4

Object Layer Options and Placed PSDs

12.5

Copying to and from Adobe Illustrator

12.6

Resizing Placed Images

14.2

Color-Managing Imported Graphics

Shortcuts

TYPOGRAPHY

Frame/Shape Overview

PAGE BUILDING

7.1

WORKSPACE

12.1

Direct Selection tool Mac and Win: A

3. Click Open to Place the image at 100% of its size (below left). 4. Apply the Fill Frame Proportionally command (Object > Fitting > Fill Frame Propor-

Fill frame proportionally Mac: Opt+Shift+Cmd+C Win: Alt+Shift+Ctrl+C

GRAPHICS

Fit content proportionally Mac: Opt+Shift+Cmd+E Win: Alt+Shift+Ctrl+E

tionally) (below right).

Fit content to frame Mac: Opt+Cmd+E Win: Alt+Ctrl+E Fit frame to content Mac: Opt+Cmd+C Win: Alt+Ctrl+C COLOR

Tip Dragging a graphic over a palette or document title bar cancels the import.

For additional options, click Show Import Options in the Place dialog, or press the Shift key as you click Open. It is also possible to import graphic images by dragging and dropOUTPUT

ping them from a folder on your system into a document window. You can even drag an image onto an existing frame to place it inside the frame. 279

12.2 Related Tasks 2.3

File Menu

3.3

Selection Tool

3.4

Direct Selection and Position Tools

4.10

Links Palette

4.14

PageMaker Toolbar

Setting Import Options

InDesign accepts all graphic file formats used for prepress including TIFF, EPS, PDF, DCS, as well as native file formats such as AI (Adobe Illustrator format), and PSD (Photoshop document).

Shortcuts To access additional import options, click Show Import Options in the Place dialog, or press Shift as you click Open.

Place Mac: Cmd+D Win: Ctrl+D

Import options vary depending on selected file type. PDFs and EPS files have their own Links palette Mac: Shift+Cmd+D Win: Shift+Ctrl+D

options dialogs, while all other file types are handled with the Image Import Options dialog.

Selection tool Mac and Win: V

Tip You can access import options by holding down Shift as you click Open in the Place dialog.

Clipping paths and alpha channels allow you to extract an image from a photograph. If the image you are importing contains a Photoshop clipping path or alpha channel, the Image panel of the Image Import Options dialog allows you to apply and edit the path in InDesign. To do so, check the Apply Photoshop Clipping Path box or choose an alpha channel from the menu. You can apply this option later if you decide to leave it off during import.

In the Color panel, you can tell InDesign how you would like to color-manage the image you are importing. Select and apply a color profile and rendering intent. 280

Setting Import Options

(continued)

Related Tasks Display Performance Preferences

5.14

File Handling Preferences

7.1

Frame/Shape Overview

7.2

Selection Tool vs. Direct Selection Tool

PAGE BUILDING

5.12

WORKSPACE

12.2

Shortcuts Direct Selection tool Mac and Win: A

The Layers panel only appears when importing a native Photoshop PSD. In the Show Layers section of the dialog, an eye icon appears next to each layer’s name; click the icon to turn a layer’s visibility on or off. If the image contains Photoshop layer comps, you can choose to display one in InDesign by selecting it from the Layer Comp drop-down menu. When editing a placed PSD in Photoshop and then updating in InDesign, you have the option to keep the layer visibility overrides chosen upon import, or to view layers as they are saved in the PSD; select either option from the When Updating Link drop-down menu.

Fill frame proportionally Mac: Opt+Shift+Cmd+C Win: Alt+Shift+Ctrl+C

TYPOGRAPHY

Fit content proportionally Mac: Opt+Shift+Cmd+E Win: Alt+Shift+Ctrl+E

Tip

EPS Import Options Dialog

COLOR

Read Embedded OPI Image Links: An Open Prepress Interface (OPI) workflow allows you to

GRAPHICS

The following graphic file formats are not recommended for prepress work: BMP, GIF, PCX, PNG, PICT, WMF, and low-res JPEG.

place low-res EPS images that are used to reference high-res versions from an OPI server during output. Enable this option to allow InDesign to act as an OPI server. Apply Photoshop Clipping Path: If the EPS image you are importing contains a Photoshop

clipping path, the EPS Import Options dialog allows you to apply it in InDesign. Unlike with a clipping path applied to a TIFF or PSD, you cannot edit a Photoshop path applied to an EPS file in InDesign. OUTPUT

Proxy Generation: To use the preview embedded in the EPS image, select Use TIFF Or

PICT Preview. To create a preview in InDesign, select Rasterize The PostScript. 281

12.2

Creating and Applying Object Styles

12.4

Object Layer Options and Placed PSDs

12.5

Copying to and from Adobe Illustrator

14.2

Color-Managing Imported Graphics

(continued)

Place PDF Dialog

Related Tasks 11.5

Setting Import Options

Shortcuts Fit content to frame Mac: Opt+Cmd+E Win: Alt+Ctrl+E

Pages: You can choose to import a specific page, all pages, or a range of pages from a PDF

document into InDesign. It is also possible to select which page you would like to import

Fit frame to content Mac: Opt+Cmd+C Win: Alt+Ctrl+C

by entering a page number or clicking the left/right arrows under the preview window and selecting the Previewed Page option. Crop To: Choose how much of the page you would like to import. From the Crop To drop-

down menu, select Bounding Box, Art, Crop, Trim, Bleed, or Media. Transparent Background: Enable this option to allow imported PDFs containing transpar-

ent backgrounds to remain transparent in InDesign. With the exception of layer comps, the Layers panel of the Place PDF dialog has the same functionality as the Layers panel of the Image Import Options dialog.

282

Object Layer Options and Placed PSDs Related Tasks

Clipping paths are great for extracting images from placed photographs. The downside is that they can take a long time to draw, and their edges often appear too sharp. To get around this, try extracting your images in Adobe Photoshop and then placing transparent PSDs in InDesign CS2. It’s quicker and easier, and produces better-looking images overall.

File Menu

3.3

Selection Tool

3.4

Direct Selection and Position Tools

Plus, you can take advantage of InDesign’s new Object Layer Options dialog, which allows you to control layer visibility in placed PSDs—including layer comps. 1. Open the photograph in Photoshop CS2.

4.10

Links Palette

4.14

PageMaker Toolbar

2. Extract the image using the Extract filter. 3. Create some effects using layers. You can also save your favorite layer effect combina-

Shortcuts

tions as layer comps. When you’ve finished, save the file as a PSD and close it.

PAGE BUILDING

2.3

WORKSPACE

12.3

Place Mac: Cmd+D Win: Ctrl+D

Tip

TYPOGRAPHY

Links palette Mac: Shift+Cmd+D Win: Shift+Ctrl+D

The Object Layer Options dialog also allows you to control layer visibility for placed PDFs. GRAPHICS

4. Import the PSD into your InDesign document using the File > Place command (Mac: Cmd+D, Windows: Ctrl+D). To access the Image Import Options dialog, enable Show Import Options before clicking Open. COLOR OUTPUT

283

12.3

Layers section, choose which layers to display by clicking the eye icons that appear

Display Performance Preferences

5.14

File Handling Preferences

7.1

Frame/Shape Overview

7.2

Selection Tool vs. Direct Selection Tool

11.5

Creating and Applying Object Styles

(continued)

5. Click the Layers tab at the top of the dialog to access the Layers panel. In the Show

Related Tasks 5.12

Object Layer Options and Placed PSDs

next to each layer’s name, or choose a layer comp from the menu. Any layer comp comments saved in the PSD are displayed in the window beneath the Layer Comp drop-down menu.

Shortcuts Selection tool Mac and Win: V

Tip Changing PSD layer visibility or layer comps in InDesign does not alter the original Photoshop file.

6. Click OK to place the PSD.

284

Object Layer Options and Placed PSDs

(continued)

7. To adjust layer visibility after the PSD is placed, choose Object > Object Layer

Related Tasks

Options. In the resulting dialog, choose to show or hide different layers or select a dif-

Importing a Graphic Image

the document as you make them. When you’ve finished, click OK to close the dialog

12.2

Setting Import Options

and apply your changes.

12.5

Copying to and from Adobe Illustrator

14.2

Color-Managing Imported Graphics

PAGE BUILDING

12.1

ferent layer comp from the menu. Check the Preview option to view your changes in

WORKSPACE

12.3

Shortcuts Direct Selection tool Mac and Win: A TYPOGRAPHY GRAPHICS

InDesign places an eye icon next to the link’s name in the Links palette, indicating that the image now contains layer visibility overrides.

COLOR OUTPUT

285

12.4 Related Tasks 2.3

File Menu

3.3

Selection Tool

3.4

Direct Selection and Position Tools

4.10

Links Palette

4.14

PageMaker Toolbar

5.12

Display Performance Preferences

5.14

File Handling Preferences

Copying to and from Adobe Illustrator

In addition to placing native .AI (Adobe Illustrator format) files, you can copy/paste or drag and drop Illustrator objects into an InDesign document. With the proper settings enabled, it is possible to edit simple objects in InDesign that have been copied from Illustrator, and vice versa.

Shortcuts Place Mac: Cmd+D Win: Ctrl+D Copy to Clipboard Mac: Cmd+C Win: Ctrl+C Paste from Clipboard Mac: Cmd+V Win: Ctrl+V

Tip An Illustrator graphic must be saved in layered PDF format in order to adjust its layer visibility in InDesign using the Object Layer Options dialog.

To edit Illustrator objects in InDesign, you must enable the AICB option—Adobe Illustrator Clipboard—in Illustrator’s File Handling & Clipboard preferences (top), and disable the Prefer PDF When Pasting option in InDesign’s File Handling preferences (right). Once these preferences are set, you can edit Illustrator paths using InDesign’s drawing tools.

286

Copying to and from Adobe Illustrator

(continued)

Related Tasks

7.2

Selection Tool vs. Direct Selection Tool

11.5

Creating and Applying Object Styles

12.1

Importing a Graphic Image

12.2

Setting Import Options

12.4

Object Layer Options and Placed PSDs

14.2

Color-Managing Imported Graphics

When you’re copy/pasting or dragging and dropping an Illustrator graphic into InDesign, paths are automatically grouped. Ungroup to edit them with InDesign’s drawing tools.

Of course, there are some limitations to the kinds of objects you can copy/paste and the

Shortcuts

kinds of edits you can make. For example, InDesign converts any editable text copied

Ungroup Mac: Shift+Cmd+G Win: Shift+Ctrl+G

from Illustrator into objects that can be transformed but not edited with the Type tool.

TYPOGRAPHY

Frame/Shape Overview

PAGE BUILDING

7.1

WORKSPACE

12.4

InDesign also does not accept compound shapes or applied transparency (such as blend Links palette Mac: Shift+Cmd+D Win: Shift+Ctrl+D

modes and drop shadows).

Selection tool Mac and Win: V

To copy/paste or drag and drop editable paths from InDesign into Illustrator, enable the

Direct Selection tool Mac and Win: A

Copy PDF To Clipboard option in InDesign’s preferences.

GRAPHICS

However, colors and simple gradients copied from Illustrator can be edited in InDesign using the Color and Gradient palettes.

Tip

COLOR

Objects copy/pasted from Illustrator into InDesign are not treated as links, and therefore do not appear in the Links palette.

OUTPUT

287

12.5 Related Tasks 2.7

To resize a placed image within a frame, you must select it with the Direct Selection tool, and then perform any one of the following actions:

Object Menu

3.2

Control Bar

3.3

Selection Tool

3.4

Direct Selection and Position Tools

3.12

Scale Tool

3.14

Free Transform Tool

Resizing Placed Images

Shortcuts Links palette Mac: Shift+Cmd+D Win: Shift+Ctrl+D Selection tool Mac and Win: V Direct Selection tool Mac and Win: A Scale tool Mac and Win: S Free Transform tool Mac and Win: E ■

Transform palette Mac and Win: F9

Drag any one of the image bounding box nodes. Press the Shift key to constrain your image to its original proportions as you drag.

■

Enter new Scale X and Y Percentages or new Width and Height values in either the Transform palette or Control bar.

288

■

Resizing Placed Images

(continued)

Related Tasks

Press S to access the Scale tool, then click and drag. Press the Shift key to constrain your image to its original proportions or to limit the scale to one axis.

Links Palette

4.11

Object and Layout Palettes

7.1

Frame/Shape Overview

7.2

Selection Tool vs. Direct Selection Tool

8.2

Resizing Objects

PAGE BUILDING

4.10

WORKSPACE

12.5

Shortcuts

■

Increase/decrease size of selected object by 5% Mac: Opt+Cmd+> (increase)/Opt+Cmd+< (decrease) Win: Alt+Ctrl+> (increase)/Alt+Ctrl+< (decrease)

Access the Scale dialog by choosing Object > Transform > Scale. Enter values for Uniform or Non-Uniform scaling and click OK.

Fit frame to content Mac: Opt+Cmd+C Win: Alt+Ctrl+C

GRAPHICS

Fit content to frame Mac: Opt+Cmd+E Win: Alt+Ctrl+E

TYPOGRAPHY

Increase/decrease size of selected object by 1% Mac: Cmd+> (increase)/ Cmd+< (decrease) Win: Ctrl+> (increase)/ Ctrl+< (decrease)

Tip

Press E to access the Free Transform tool and click and drag one of the image bounding box nodes. Press the Shift key to constrain your image to its original proportions.

■

COLOR

■

You can apply Fitting, commands to a graphic selection by using the buttons located on the far right of the Control bar.

Use either of the keyboard shortcuts for incremental resizing (1% or 5%).

To resize a placed image and its frame container at the same time, select the frame with the Selection tool and use any of the resizing methods described above while holding the Command key (Mac) or the Ctrl key (Windows). You can also resize an image within a frame by selecting it with the Direct Selection tool OUTPUT

and applying one of the commands from the Object > Fitting submenu: Fit Content To Frame, Fit Content Proportionally, Fill Frame Proportionally. 289

12.6 Related Tasks 3.3

Selection Tool

3.4

Direct Selection and Position Tools

4.10

Links Palette

4.14

PageMaker Toolbar

7.2

Selection Tool vs. Direct Selection Tool

12.8

Embedding and Unembedding Images

Updating Missing and Modified Links

The Links palette is similar to the Picture Usage feature in QuarkXPress in that it allows you to update and relink modified and missing links. When a link is edited outside InDesign, it is considered “modified.” When a link is moved from its previous location on your system, it is considered “missing.” In either scenario, InDesign displays a missing or modified icon next to the link name in the palette. When the Sort By Status option is enabled in the Links palette menu, missing and modified links always appear at the top of the palette list. You can also choose to sort by name or by page.

Shortcuts Links palette Mac: Shift+Cmd+D Win: Shift+Ctrl+D

To update a modified link, select it in the Links palette and click the Update Link button located in the palette footer controls, or choose Update Link from the palette menu. You can also select and update several modified links at once.

Selection tool Mac and Win: V Direct Selection tool Mac and Win: A Go To Link Mac: Opt-double-click filename in Links palette Win: Alt-double-click filename in Links palette

Tips To relink a missing item, select it in the palette and click the Relink button, or choose Relink from the palette menu. When the Locate File dialog opens, browse to the link on your system and then click Open. It is also possible to select and relink several missing items at once.

You can select all of the filenames in the Links palette at once by Command/Ctrl-doubleclicking any one of them. To locate where a link is placed in a document, select it in the Links palette and click the Go To Link button. To locate a link on your system, select it in the palette and choose Reveal In Finder (Mac), Reveal In Explorer (Windows), or Reveal In Bridge from the palette menu.

When opening a document containing missing or modified links, InDesign gives you the option to update and/or relink immediately. To do so, click the Fix Links Automatically button or click Don’t Fix to update later.

290

Emdedding Images Related Tasks

The more pages you add to a document, the more images you are going to place. As the links add up, keeping track of all of them on your system grows increasingly harder. It’s the nature of the beast, unfortunately. However, there is something you can do to make it

3.3

Selection Tool

3.4

Direct Selection and Position Tools

a little easier: embed the smaller links in the document. 4.10

Links Palette

to refer to a separate file on your system. However, embedding images adds to a docu-

7.2

Selection Tool vs. Direct Selection Tool

12.1

Importing a Graphic Image

ment’s file size, which is why it is best to only embed smaller graphics such as end mark icons and small vector graphics. To embed an image, select it in the document or click the link name in the Links palette and choose Embed File from the palette menu. You can also select and embed several

PAGE BUILDING

When you embed an image it becomes part of the document, thereby eliminating the need

WORKSPACE

12.7

Shortcuts

links at once.

Selection tool Mac and Win: V Direct Selection tool Mac and Win: A

Tip

GRAPHICS

Go To Link Mac: Opt-double-click filename in Links palette Win: Alt-double-click filename in Links palette

TYPOGRAPHY

Links palette Mac: Shift+Cmd+D Win: Shift+Ctrl+D

To embed a text link, select the filename in the Links palette and choose Unlink from the palette menu. The filename is removed from the Links palette.

Once you embed a file, an Embedded icon appears in the palette next to the link name.

To relink an embedded file, select it and choose Unembed File from the palette menu. As with embedding, you can also select and unembed several links at once.

COLOR

After choosing the Unembed File command, InDesign displays a dialog asking if you’d like to relink to the original file or create a new file. Click Yes to relink to the original and No if you’d like InDesign to create a new file.

Unless it has been moved to a new location on your system, InDesign remembers the original OUTPUT

file location when relinking. When creating a new file, you must select a file location from the Choose A Folder (Mac) or Browse For Folder (Windows) dialog and click the Choose button. 291

12.8 Related Tasks 1.4

Interface Objects

2.7

Object Menu

2.9

View Menu

3.3

Selection Tool

3.4

Direct Selection and Position Tools

4.10

Links Palette

5.12

Display Performance Preferences

Object-Level Display Settings

InDesign allows you to apply settings from the Display Performance submenu not only to an entire document, but to individual objects as well. This means that you can override document-level display settings by applying the Fast Display, Typical Display, or High Quality Display setting to selected objects. For example, if working with High Quality Display enabled slows down your computer, you may want to consider switching toTypical Display and then applying High Quality Display overrides to specific objects as needed. To do this, you must enable the Allow Object-Level Display Settings option in the View > Display Performance submenu. With the document display set to Typical Display, select an object (or objects) with either selection tool and choose Object > Display Performance > High Quality Display. You can also set object-level display settings through the contextual menu. Select an

Shortcuts

object (or objects) with either selection tool and Control-click (Mac) or right-click (Win-

Links palette Mac: Shift+Cmd+D Win: Shift+Ctrl+D

dows) to access the Display Performance commands. You can change object-level display at any time by selecting the object(s) and choosing a

Selection tool Mac and Win: V

different setting under the Object > Display Performance submenu. To clear local display settings for a selected object (or objects), choose Use View Setting.

Direct Selection tool Mac and Win: A

To clear all object-level display overrides and display all images in the document with the chosen View setting, select View > Display Performance > Clear Object-Level Display Set-

Go to link Mac: Opt-double-click filename in Links palette Win: Alt-double-click filename in Links palette

tings.

Tip Vector EPS images never preview well on screen. Thankfully in InDesign, you can change the display setting by selecting the image and choosing Object > Display Performance > High Quality Display.

Fast Display setting

292

Typical Display setting

High Quality Display setting

Applying and Editing a Photoshop Clipping Path

Related Tasks

If the TIFF, JPEG, or PSD you are importing contains a Photoshop clipping path, you can

File Menu

3.3

Selection Tool

log. You can then edit the Photoshop path using InDesign’s path editing tools. Any edits

3.4

Direct Selection and Position Tools

only affect the image as it appears in InDesign. (InDesign does not allow you to edit Pho-

3.5

Pen Tools

toshop clipping paths applied to EPS files).

3.7

Pencil Tools

To apply a Photoshop path when placing an image, check the Apply Photoshop Clipping

3.19

Scissors Tool

Path box in the Image Import Options dialog.

4.10

Links Palette

4.19

Text Wrap Palette

made to a Photoshop clipping path in InDesign are not applied to the original file—they

To apply a Photoshop path after the image has been placed, select it with either selection

PAGE BUILDING

2.3

apply it via the Image panel of the Image Import Options dialog or the Clipping Path dia-

WORKSPACE

12.9

tool and choose Object > Clipping Path. At the top of the Clipping Path dialog, choose Shortcuts

Photoshop Path from the Type menu. If the image contains more than one Photoshop

Clipping path Mac: Opt+Shift+ Cmd+K Win: Alt+Shift+Ctrl+K

are applying it, click the Preview check box. To remove any extraneous black or white edges from the path, contract it by entering a value in the Inset Frame field. You can also invert a Photoshop path by clicking the Invert

Place Mac: Cmd+D Win: Ctrl+D

check box.

TYPOGRAPHY

path, you can select which one to apply in the Path menu below. To see the path as you

Links palette Mac: Shift+Cmd+D Win: Shift+Ctrl+D

Direct Selection tool Mac and Win: A

GRAPHICS

Selection tool Mac and Win: V

Pen tool Mac and Win: P Add Anchor Point tool Mac and Win: =

293

OUTPUT

To open and edit an image in Photoshop, select it and click the Edit Original button located at the bottom of the Links palette. Once you save and close the image in Photoshop, InDesign automatically updates it in the InDesign document.

COLOR

Tip

12.9 Related Tasks 7.2

Selection Tool vs. Direct Selection Tool

12.1

Importing a Graphic Image

12.2

Setting Import Options

Applying and Editing a Photoshop Clipping Path (continued)

12.12 Creating a Clipping Path in InDesign 13.1

Placing and Editing Text Wraps

Shortcuts

The original image

Applying a Photoshop clipping path

Once you’ve applied points, you can move them on the Photoshop path using the Direct Selection tool. You can also use the path editing tools included in the Pen and Pencil toolsets to add or delete points, or convert their direction, or you can cut the path using the Scissors tool.

Delete Anchor Point tool Mac and Win: Convert Direction Point tool Mac and Win: Shift+C Pencil tool Mac and Win: N Scissors tool Mac and Win: C Temporarily select Convert Direction Point tool Mac: Pen tool+Opt, or Direct Selection tool+Opt+Cmd Win: Pen tool+Alt, or Direct Selection tool+Alt+Ctrl

CONVERTING CLIPPING PATHS TO FRAMES You can convert a clipping path (applied from Photoshop or created in InDesign) into a graphic frame. To do this, select the image with the Direct Selection tool, Control-click

Temporarily switch between Add/Delete Anchor Point tools Mac: Opt Win: Alt

(Mac) or right-click (Windows) to access the contextual menu, and choose Convert Clipping Path To Frame. Once the command is applied, InDesign removes the clipping path and replaces it with a graphic frame of the same shape.

Text Wrap palette Mac: Opt+Cmd+W Win: Alt+Ctrl+W

294

Creating and Editing an InDesign Clipping Path

Related Tasks:

One way to extract an image from a photograph is to create a clipping path—but be wary

File Menu

3.3

Selection Tool

more sense to create a clipping path in Photoshop and apply it to the image in InDesign.

3.4

Direct Selection and Position Tools

However, if all you need to do is remove a simple solid-color background, an InDesign path will suffice.

4.10

Links Palette

To create an InDesign clipping path, select a placed image with either selection tool and

4.19

Text Wrap Palette

choose Object > Clipping Path. At the top of the Clipping Path dialog, choose Detect Edges from the Type menu. You can then adjust the Threshold and Tolerance settings by

Shortcuts

PAGE BUILDING

2.3

of the InDesign clipping path controls. They are clumsy and not very precise. It makes

WORKSPACE

12.10

entering values in the respective fields or dragging the sliders. To see the path as you are Clipping path Mac: Opt+Shift+ Cmd+K Win: Alt+Shift+Ctrl+K

applying it, click the Preview check box. The Threshold slider determines how close a color must be to white before it is removed.

Place Mac: Cmd+D Win: Ctrl+D

The Tolerance slider determines how close a pixel must be to the Threshold value in order to be removed by the clipping path. Once the Threshold and Tolerance values are

Links palette Mac: Shift+Cmd+D Win: Shift+Ctrl+D

set, you can contract the resulting path and remove any black or white edges by entering a value in the Inset Frame field.

TYPOGRAPHY

Apply lower values to drop a light color background and higher values to drop a dark one.

Tip

GRAPHICS

To eliminate the need to create a clipping path, try placing a transparent Photoshop file (.PSD) instead.

COLOR OUTPUT

The original image

295

12.10 Related Tasks: 7.2

Selection Tool vs. Direct Selection Tool

12.1

Importing a Graphic Image

Creating and Editing an InDesign Clipping Path (continued)

12.11 Altering an Embedded Photoshop Path 13.1

Placing and Editing Text Wraps

Shortcuts Selection tool Mac and Win: V Direct Selection tool Mac and Win: A Text Wrap palette Mac: Opt+Cmd+W Win: Alt+Ctrl+W

Dropping the sky area of the image by applying an InDesign clipping path

To allow the clipping path to recognize any areas inside of an image as defined by the

Tip

Threshold and Tolerance settings, enable the Include Inside Edges feature. You can also InDesign also allows you to apply alpha channels embedded in a placed Photoshop image (.PSD). You can select and apply an alpha channel in the Import Options or Clipping Path dialog.

invert an InDesign path by clicking the Invert check box. Enabling the Restrict To Frame option limits the clipping path to include only the image areas within the graphic frame and not the areas cropped outside. With this option on, adjusting the crop means re-creating the path. Therefore, in most cases it is best to leave this option off. You can edit the path later using the same dialog. To do so, select the image and choose Object > Clipping Path. Using the dialog, you can adjust the settings or turn off the path by choosing None from the Type menu. You can also adjust an InDesign clipping path by selecting the image with the Direct Selection tool and editing the points using the various drawing tools, including the Pen toolset, the Pencil toolset, the Scissors tool, and the Direct Selection tool.

296

13

WORKSPACE

C H A P T E R

Combining Graphics with Text other well in a layout, but in some instances the two merge to become one. In this chapter we show you the various ways of combining graphics with text in InDesign CS2, including wrapping text, creating type on a path, inserting paragraph rules, and building tables.

Placing and Editing Text Wraps

■

13.2

Converting Text to Outlines

■

13.3

Creating and Editing Type on a Path

■

13.4

Creating Paragraph Rules

■

13.5

Creating a New Table

■

13.6

Making Table Selections

■

13.7

Adding and Deleting Rows and Columns

■

13.8

Merging and Splitting Cells

■

13.9

Adjusting Cell Spacing and Alignment

■

13.10 Resizing Tables

■

13.11 Setting Table Borders, Strokes, and Fills

■

13.12 Creating and Editing Table Headers and Footers

■

13.13 Importing Tables from Microsoft Word or Excel

GRAPHICS

13.1

TYPOGRAPHY

■

PAGE BUILDING

GRAPHIC IMAGES AND TEXT are two very different page elements that complement each

COLOR OUTPUT

13.1 Related Tasks 3.4

You can insert an image into a body of text by applying a text wrap to any custom shape or graphic frame. To place a text wrap, select an object and click one of the buttons

Direct Selection and Position Tools

3.9

Frame Tools

3.10

Shape Tools

Placing and Editing Text Wraps

located at the top of the Text Wrap palette. Options include: No Text Wrap, Wrap Around Bounding Box, Wrap Around Object Shape, Jump Object, and Jump To Next Column.

Shortcuts Text Wrap palette Mac: Opt+Cmd+W Win: Alt+Ctrl+W Text frame options Mac: Cmd+B Win: Ctrl+B

Tip The Wrap Around Bounding Box option allows you to apply a text wrap to the top, bottom, left, and right sides of a frame.

As you move a text wrap object, you can watch the surrounding text shift. To do this, select the object and hold for a second, then drag it to a new location on the page. As you drag, the surrounding text rewraps in real time.

The Wrap Around Object Shape option applies one offset value around an entire object.

The Jump Object option applies a wrap that “jumps” text over an object, resulting in text above and below the offset, but not to the left or right. 298

Placing and Editing Text Wraps

(continued)

Related Tasks Object Styles Palette

4.19

Text Wrap Palette

5.4

Composition Preferences

Shortcuts Direct Selection tool Mac and Win: A

PAGE BUILDING

4.12

WORKSPACE

13.1

Rectangle Frame tool Mac and Win: F

Jump To Next Column applies a wrap that “jumps” text to the next column, stopping the text at the top of the offset.

Tip To permit a selected text frame not to be affected by surrounding text wraps, access the Text Frame Options dialog and enable the Ignore Text Wrap option.

TYPOGRAPHY

Rectangle tool Mac and Win: M

GRAPHICS

To create an “inside-out” wrap, place a check in the Invert check box. This feature works well with the Wrap Around Object Shape option.

For objects set to Wrap Around Bounding Box, Jump Object, or Jump To Next Column, you can enter an offset distance amount in any of the top, bottom, left, and right offset COLOR

fields of the palette. For objects set to Wrap Around Object Shape, you must enter a single offset distance amount in the Top Offset field.

OUTPUT

When applying the Wrap Around Object Shape option to a frame containing a placed image, InDesign activates the Contour Options portion of the palette. To access these options, choose Show Options from the palette menu.

299

13.1 Related Tasks 7.5

Drawing Custom Shapes

7.7

Drawing Freeform Shapes

(continued)

The Type menu lets you choose a contour type (such as a clipping path) to base the text wrap on. Options include Bounding Box, Detect Edges, Alpha Channel, Photoshop Path,

Drawing Rectangles, Ellipses, and Polygons

7.6

Placing and Editing Text Wraps

Graphic Frame, and Same As Clipping.

Shortcuts Direct Selection tool Mac and Win: A Rectangle Frame tool Mac and Win: F Rectangle tool Mac and Win: M

Tip

The Bounding Box option applies a text wrap to the outer edge of the placed graphic (this includes all areas cropped by a graphic frame).

The Detect Edges option applies a text wrap based on edges calculated by existing white areas in a placed graphic. Check the Include Inside Edges box to allow areas inside the clipping path to appear transparent.

The Alpha Channel or Photoshop Path option applies a text wrap to the contour of an embedded Photoshop path or alpha channel. If the placed image contains more than one Photoshop path or alpha channel, select which one you’d like to apply the clipping path to from the Path menu.

The Graphic Frame option applies one offset value to all sides of the frame container.

As you move a text wrap object, you can watch the surrounding text shift. To do this, select the object and hold for a second, then drag it to a new location on the page. As you drag, the surrounding text rewraps in real time.

300

Placing and Editing Text Wraps

(continued)

Related Tasks 10.8

Applying Keep Options

11.5

Creating and Applying Object Styles

12.12 Creating a Clipping Path in InDesign

The Same As Clipping option allows you to apply a text wrap based on a clipping path that is created in InDesign.

PAGE BUILDING

12.11 Altering an Embedded Photoshop Path

WORKSPACE

13.1

Shortcuts

You can edit a text wrap by selecting and repositioning points on the boundary path with Text frame options Mac: Cmd+B Win: Ctrl+B

the Direct Selection tool. You can also add, delete, or convert points using the various Pen tools. You cannot add points using the Pencil tool, erase points using the Erase tool, smooth points using the Smooth tool, or cut points and line segments using the Scissors tool.

TYPOGRAPHY

Text Wrap palette Mac: Opt+Cmd+W Win: Alt+Ctrl+W

Tips

COLOR

To permit a selected text frame not to be affected by surrounding text wraps, access the Text Frame Options dialog and enable the Ignore Text Wrap option.

GRAPHICS

As you move a text wrap object, you can watch the surrounding text shift. To do this, select the object and hold for a second, then drag it to a new location on the page. As you drag, the surrounding text rewraps in real time.

OUTPUT

301

13.2 Related Tasks 2.6

Type Menu

3.3

Selection Tool

3.4

Direct Selection and Position Tools

3.6

Type Tools

7.2

Selection Tool vs. Direct Selection Tool

7.4

Selecting Type

7.8

Modifying Paths and Frames

8.6

Grouping and Ungrouping Objects

8.7

Selecting Objects within a Group

Converting Text to Outlines

InDesign allows you to convert text characters into editable paths. Once the text is converted, you can’t edit it with the Type tool, but you can with the drawing tools.

To convert all of the text characters in a selected frame into editable paths, select the text frame with either selection tool and choose Type > Create Outlines. InDesign instantly converts all of the characters in the frame and groups them. Characters such as “P” and “A” are automatically converted into compound paths.

Shortcuts To convert individual selected characters in a text frame into editable paths, highlight them with the Type tool and choose Type > Create Outlines.

Create outlines Mac: Shift+Cmd+O Win: Shift+Ctrl+O Selection tool Mac and Win: V Direct Selection tool Mac and Win: A Type tool Mac and Win: T Group Mac: Cmd+G Win: Ctrl+G Ungroup Mac: Shift+Cmd+G Win: Shift+Ctrl+G

InDesign converts the selected characters into outlines and treats them as nested inline objects.

Tip

Just like with any other custom shape, you can edit a character outline by selecting and

You can nest text and graphic frames into a character outline frame.

repositioning points on the path with the Direct Selection tool. You can also add, delete, or convert points using the various Pen tools; add points using the Pencil tool; erase points using the Erase tool; cut points and line segments using the Scissors tool; and smooth points using the Smooth tool. Outline characters can also be transformed using the Scale, Shear, Rotate, Free Transform, and selection tools.

302

Creating and Editing Type on a Path Related Tasks

InDesign’s Type On A Path tool allows you to place editable type along the contour of any open or closed path. Like all other editable text, you can select type on a path with the Type tool, format it, apply styles to it, and even edit it with the Story Editor.

Type Menu

3.2

Control Bar

3.4

Direct Selection and Position Tools

3.5

Pen Tools

3.6

Type Tools

3.7

Pencil Tools

3.8

Line Tool

PAGE BUILDING

To create type on a path, press Shift+T to access the Type On A Path tool, and position the cursor over any open or closed path. When the cursor changes to display a plus sign, you can place it by clicking the path.

2.6

WORKSPACE

13.3

Shortcuts Type On A Path tool Mac and Win: Shift+T

Clicking once positions the cursor using the default document paragraph alignment. To

Character palette Mac: Cmd+T Win: Ctrl+T

End indicator

Character Styles palette Mac and Win: Shift+F11

Start indicator

Tip

As you type, the added text follows the contour of the path.

You can also add text to the path by pasting from the Clipboard, or importing with the

GRAPHICS

With the cursor inserted, you can access the Type On A Path Options dialog by double-clicking the tool’s icon in the Toolbox.

TYPOGRAPHY

define the area of the path you’d like to add text to, click and drag with the tool.

Place command. InDesign also lets you thread type on a path object using the available in and out ports. Any text that does not fit is stored as overset text.

COLOR OUTPUT

To change the position of type on a path, select the Start indicator or End indicator with the Selection tool, hold the mouse button down and drag it along the path. Release the mouse button to reposition the text. 303

13.3

Creating and Editing Type on a Path

(continued)

Related Tasks 3.19

Scissors Tool

4.21

Type and Tables Palettes

7.6

Drawing Custom Shapes

7.7

Drawing Freeform Shapes

7.8

Modifying Paths and Frames

9.2

Threading and Unthreading Text Frames

9.6

Flowing Text

To flip the type, select the Flip indicator located in the center of the text, hold the mouse button down, and drag it to the other side of the path. Release the mouse button to flip the text.

Type On A Path Options Shortcuts

Access the Type On A Path Options dialog by selecting any path text object and choosing

Copy to Clipboard Mac: Cmd+C Win: Ctrl+C

selected type on a path. It also lets you change character alignment and spacing, flip the

Type > Type On A Path > Options. The dialog allows you to apply specific type effects to type, or delete it.

Paste from Clipboard Mac: Cmd+V Win: Ctrl+V

To apply a type effect to a selected path text object, simply choose one from the dialog’s Effect menu. Options include Rainbow, Skew, 3D Ribbon, Stair Step, and Gravity. Check the Preview option to see the effect as it is applied.

Place Mac: Cmd+D Win: Ctrl+D Direct Selection tool Mac and Win: A Pen tool Mac and Win: P

304

Rainbow

Skew

3D Ribbon

Stair Step

Creating and Editing Type on a Path

(continued)

Related Tasks Editing Using the Story Editor

9.9

Changing Case

10.1

Kerning and Tracking

10.2

Scaling and Skewing Type

10.3

Adjusting Leading and Baseline Shift

11.1

Creating and Applying Character Styles

Gravity

The Align menu lets you choose a method for aligning the type to the path.

PAGE BUILDING

9.8

WORKSPACE

13.3

Shortcuts Add Anchor Point tool Mac and Win: =

Descender aligns the bottoms of the characters to the path.

Delete Anchor Point tool Mac and Win: -

TYPOGRAPHY

Ascender aligns the top of the capital letters to the path.

Convert Direction Point tool Mac and Win: Shift+C

Center aligns the text to the path at the vertical center point of the capital letters.

Baseline aligns the baseline of the characters to the path.

Scissors tool Mac and Win: C

GRAPHICS

Pencil tool Mac and Win: N

Use the To Path menu to choose a method for aligning the type to the stroke of the path. Tip

Options include Top, Bottom, and Center.

to the type around the curves of the path. You can also choose a value by clicking the up/down arrows to the left of the field, or by selecting a preset value from the menu. Note that the spacing value does not affect the character spacing of type placed on straight-line segments.

COLOR

With the cursor inserted, you can access the Type On A Path Options dialog by double-clicking the tool’s icon in the Toolbox.

Enter a point value in the Spacing field to control the amount of character spacing applied

To flip the type, check the Flip option located in the center of the dialog. Delete type on a path by clicking the Delete button in the dialog or by choosing Type > Type On A Path > Delete Type From Path. The delete option is only available in the dialog or from the menu when a path text object is selected with one of the selection tools (not one of the Type tools). OUTPUT

305

13.4 Related Tasks 3.2

Control Bar

3.6

Type Tools

4.21

Type and Tables Palettes

10.5

Copy/Paste Type Formatting

10.6

Formatting Paragraphs

11.2

Creating and Applying Paragraph Styles

11.6

Editing and Deleting Styles

Creating Paragraph Rules

You can create and apply evenly spaced rules above and/or below selected paragraphs as part of their formatting, or as part of a paragraph style. To create a formatted paragraph rule, insert the Type tool cursor in a paragraph and choose Paragraph Rules from the Paragraph palette menu.

Shortcuts

At the top of the Paragraph Rules dialog, select Rule Above or Rule Below from the menu and check the Rule On option. By default, InDesign places formatted rules behind the paragraph text.

Paragraph Rules dialog Mac: Opt+Cmd+J Win: Alt+Ctrl+J Type tool Mac and Win: T Eyedropper tool Mac and Win: I Paragraph palette Mac: Opt+Cmd+T Win: Alt+Ctrl+T

Proceed to choose Weight, Type, Color, Tint, Gap Color, and Gap Tint settings for the rule stroke. You can also choose to overprint any applied stroke colors or gap colors. Check the Preview option at the bottom left of the dialog to see the settings applied as you adjust them. Use the Width menu to apply the rule across the width of the column or across the first line of text in the paragraph.

Paragraph Styles palette Mac and Win: F11

Tips You cannot apply paragraph rules to type on a path. By experimenting with the Weight, Color, Offset, and Indent settings in the Paragraph Rules dialog, you can place a tinted box behind a paragraph. You can also create vertical paragraph rules or a paragraphbounding box.

Enter a value in the Offset field to move the rule above or below the baseline. Enter higher values to move a Rule Above up or a Rule Below down. To apply a left/right indent to the rule, enter a value in the Left Indent and Right Indent fields.

306

Creating a New Table Related Tasks

In the past, building complicated tables has been an arduous task in any page layout program. Thankfully, InDesign CS2 now makes building tables easier than ever.

2.8

Column

3.6

Type Tools

4.21

Type and Tables Palettes

7.19

Applying Corner Effects

7.21

Creating Custom Shapes with Pathfinder

8.13

Saving Objects to a Library

Cell

A table is nothing more than a grid made up of horizontal rows and vertical columns. Each area of grid intersection is called a cell. You can insert text or an inline graphic into a table cell.

Table Menu

PAGE BUILDING

Row

WORKSPACE

13.5

Shortcuts

Creating a Table “from Scratch” A table in InDesign is treated like a very large inline character placed inside a text frame

Table Options dialog Mac: Opt+Shift+Cmd+B Win: Alt+Shift+Ctrl+B

(not a graphic frame). This means that you must use the Type tool (not the Selection tools) to create a new table. Start out by inserting the Type tool into a text frame and

TYPOGRAPHY

Insert table Mac: Opt+Shift+Cmd+T Win: Alt+Shift+Ctrl+T

Table palette Mac and Win: Shift+F9

choosing Table > Insert Table.

GRAPHICS

When the Insert Table dialog appears, define the number of body rows, columns, header rows, and footer rows by entering values in the respective fields. You can also choose values by clicking the up/down arrows located next to each field.

Click OK for InDesign to insert the table into the frame. You can then place the Type tool cursor inside any cell and add text by typing. As you type, the table column expands vertically to fit the added text. Add text or inline graphics to a table cell by pasting from the COLOR

Clipboard or importing with the Place command. Any added text or inline graphics that do not fit into a table cell are stored as overset items. InDesign indicates overset text or graphics by displaying a red dot in the bottomright corner of the cell.

Converting Text into Tables You can convert text into tables by highlighting a range of text with the Type tool and OUTPUT

choosing Table > Convert Text To Table.

307

13.5

Creating a New Table

(continued)

Related Tasks 13.6

Making Table Selections

13.7

Adding and Deleting Rows and Columns

13.8

Merging and Splitting Cells

13.9

Adjusting Cell Spacing and Alignment

13.10 Resizing Tables 13.11 Setting Table Borders, Strokes, and Fills

When the Convert Text To Table dialog appears, choose delimiter characters for table column and row separators from the respective menus. The Number Of Columns field only becomes active when the Paragraph option is chosen as the delimiter character for both column and row separators.

13.12 Creating and Editing Table Headers and Footers

Shortcuts Toggle between text selection and cell selection Mac and Win: Esc Type tool Mac and Win: T

Tip You can add text before and after a table in a story (a.k.a. a text frame).

Click OK to convert the text into a table.

FIXING OVERSET TEXT AND GRAPHICS IN A TABLE CELL Table cells automatically expand when adding text or graphics. However, when adding text or graphics to a cell containing a set fixed height amount, any items that exceed that height are automatically stored as overset. InDesign indicates when a cell contains overset items by displaying a red dot in the bottom right corner of the cell. To display overset text and graphics in an overset cell, expand the cell or reduce the size of the text or graphics. You can also select the cell and adjust the fixed height amount, the inset spacing, or the first baseline offset. It is also possible to thread text frames containing overset tables and repeat any existing header and footer rows.

308

Making Table Selections Related Tasks

InDesign allows you to select table rows, columns, cells, cell contents, or all of the above. To make a table selection, press T to access the Type tool and hover the cursor over the edge of any row, column, or cell. Notice the cursor icon change as you reposition it over

2.8

Table Menu

3.6

Type Tools

7.4

Selecting Type

can make by clicking that area of the table.

13.7

Adding and Deleting Rows and Columns

13.8

Merging and Splitting Cells

ICON

ACTION

Click to select the entire table.

When hovering over the left edge of a row

Click to select the row.

When hovering over the top of a column

Click to select the column.

Shortcuts

When hovering over the right or left edge of a cell

Drag to resize the column.

When hovering over the top or bottom of a cell

Drag to resize the row.

Select cell Mac: Cmd+/ Win: Ctrl+/

When hovering over the bottom-right corner of the table

Drag to resize the table.

Select row Mac: Cmd+3 Win: Ctrl+3 Select column Mac: Opt+Cmd+3 Win: Alt+Ctrl+3

TYPOGRAPHY

APPEARS

When hovering over the top-left corner of the table

PAGE BUILDING

different areas of the table. The different cursor icons indicate the type of selection you

WORKSPACE

13.6

Select table Mac: Opt+Cmd+A Win: Alt+Ctrl+A

Select cell to the right or left of current cell Mac and Win: Shift+Right/Left arrow

GRAPHICS

Select cell above/below current cell Mac and Win: Shift+Up/Down arrow

Toggle between text selection and cell selection Mac and Win: Esc

Tip

COLOR

Select a cell and its contents (or a range of adjacent cells and their contents) by clicking and dragging with the Type tool.

To select a series of table rows or columns, hold down the Shift key and click the left edge of each row or the top of each column.

You can also select any text or inline graphics placed in a table cell without selecting the cell itself. To select cell contents, use the same methods you would use to select text or inline graphics in a text frame.

OUTPUT

309

13.7 Related Tasks

Adding and Deleting Rows and Columns

Once you create or import a table, you can edit it by adding and deleting rows and

2.8

Table Menu

3.6

Type Tools

columns. InDesign offers several ways to do this.

4.21

Type and Tables Palettes

Adding Rows and Columns

7.4

Selecting Type

The four ways to add rows and columns to a table are as follows: Insert commands: Select a cell with the Type tool and choose Insert > Row/Column from

Shortcuts

the context menu, the Table menu, or the Table palette menu. Insert table Mac: Opt+Shift+Cmd+T Win: Alt+Shift+Ctrl+T Insert row Mac: Cmd+9 Win: Ctrl+9 Insert column Mac: Opt+Cmd+9 Win: Alt+Ctrl+9 Delete row Mac: Cmd+Delete Win: Ctrl+Backspace Delete column Mac: Shift+Delete Win: Shift+Backspace Table Options dialog Mac: Opt+Shift+Cmd+B Win: Alt+Shift+Ctrl+B

When the Insert Row/Column dialog appears, enter the number of rows or columns you would like to add in the Number field. At the bottom of the dialog, choose whether to place the new rows above or below (or the new columns to the left or right) of the selected cell. Click OK to add the rows or columns. 310

Adding and Deleting Rows and Columns (continued)

Related Tasks

Table palette and Control bar: You can also add rows and columns using the controls

Making Table Selections

Columns fields each displays the current number of rows and columns in the table. New

13.8

Merging and Splitting Cells

rows are added at the bottom of the table, and new columns to the right.

13.9

Adjusting Cell Spacing and Alignment

13.10 Resizing Tables

To add rows or columns, place the Type tool cursor in a cell and enter the total number of rows or columns you would like the table to contain in the Number field. You can also add rows and columns by clicking the up/down arrows next to the Number.

Shortcuts

PAGE BUILDING

13.6

located in the Table palette and Control bar. The Number Of Rows and Number Of

WORKSPACE

13.7

Table palette Mac and Win: Shift+F9

and hold the mouse button down, then Option/Alt-drag to create a new row or column. Select row Mac: Cmd+3 Win: Ctrl+3

Table Options dialog: Place the Type tool cursor in a cell and choose Table > Table Options > Table Setup. In the Table Setup panel of the dialog, enter the total number of

TYPOGRAPHY

Select cell Mac: Cmd+/ Win: Ctrl+/

Option/Alt-dragging: Position the Type tool cursor over the top or bottom of a cell, click

Select column Mac: Opt+Cmd+3 Win: Alt+Ctrl+3

rows and columns you would like the table to contain in the Body Rows and Columns fields. You can also add rows or columns by clicking the up/down arrows next to the number fields. Rows are added at the bottom of the table and columns to the right.

Select table Mac: Opt+Cmd+A Win: Alt+Ctrl+A GRAPHICS

Move to next/previous cell Mac and Win: Tab/Shift+Tab

COLOR

Check the Preview option at the bottom left of the dialog to see the settings applied as you adjust them. When you’re ready, click OK to apply. OUTPUT

311

13.7 Related Tasks

Adding and Deleting Rows and Columns (continued)

Deleting Rows and Columns

13.11 Setting Table Borders, Strokes, and Fills

The three ways to delete rows and columns from a table are as follows: Delete commands: Place the Type tool cursor in a cell and choose Delete > Row/Column

13.12 Creating and Editing Table Headers and Footers

from the context menu, the Table menu, or the Table palette menu. InDesign immediately deletes the row or column that the cursor is positioned in. You can also select multiple rows or columns and delete them using the Delete command.

13.13 Importing Tables from Microsoft Word or Excel

Table palette and Control bar: You can also delete rows and columns using the controls located in the Table palette and Control bar. The Number Of Rows and Number Of Columns fields each displays the current number of rows and columns in the table. To delete rows

Shortcuts

or columns, place the Type tool cursor in a cell and enter the total number of rows or

Move to first/last cell in column Mac: Opt+Page Up/Page Down Win: Alt+Page Up/ Page Down

columns you would like the table to contain in the Number field. You can also delete rows and columns by clicking the up/down arrows next to the Number. InDesign displays a warning dialog whenever new values are entered into the Number Of Rows and Number Of Columns fields. If you are sure you want to delete, click OK. Rows are deleted from the bottom of the table, and columns from the right, regardless of what you may have selected in the table.

Move to first/last cell in row Mac: Opt+Home/End Win: Alt+Home/End Move to first/last row in frame Mac and Win: Page Up/Page Down Select cell above/below current cell Mac and Win: Shift+Up/Down arrow

Table Options dialog: Place the Type tool cursor in a cell and choose Table > Table Options > Table Setup. In the Table Setup panel of the dialog, enter the total number of rows and columns you would like the table to contain in the Body Rows and Columns

Select cell to the right or left of current cell Mac and Win: Shift+Right/Left arrow

fields. You can also delete rows or columns by clicking the up/down arrows next to the number field. Rows are deleted from the bottom of the table and columns from the right. Check the Preview option at the bottom left of the dialog to see the settings applied as you adjust them. When you’re ready, click OK to apply.

Toggle between text selection and cell selection Mac and Win: Esc

Tip You can add a single row to the bottom of a table by placing the Type tool cursor in the last cell of the existing bottom row and pressing the Tab key.

312

Merging and Splitting Cells Related Tasks

When working with InDesign tables, adjusting the height of a cell also adjusts the height of a row. Likewise, adjusting the width of a cell also adjusts the width of a column. Despite

2.8

this, it is possible to create cells that are wider or taller than the rows or columns they are

WORKSPACE

13.8

Table Menu Type Tools

4.21

Type and Tables Palettes

Merging and Unmerging Cells

7.4

Selecting Type

13.6

Making Table Selections

13.7

Adding and Deleting Rows and Columns

PAGE BUILDING

3.6

positioned in by merging and splitting.

Shortcuts

Table palette Mac and Win: Shift+F9

To merge two or more cells in a table, select the cells with the Type tool and choose Merge Cells from the Table menu, the Table palette menu, or the context menu.

InDesign places any text or graphics contained in the selected cells into one merged cell.

Move to next/ previous cell Mac and Win: Tab/Shift+Tab

Move to first/last cell in row Mac: Opt+Home/End Win: Alt+Home/End

GRAPHICS

Move to first/last cell in column Mac: Opt+Page Up/Page Down Win: Alt+Page Up/ Page Down

TYPOGRAPHY

Insert table Mac: Opt+Shift+Cmd+T Win: Alt+Shift+Ctrl+T

Move to first/last row in frame Mac and Win: Page Up/Page Down Select cell Mac: Cmd+/ Win: Ctrl+/

Note that unmerging places all merged cell contents into a single cell and does not restore contents to their original cells.

COLOR

To restore a merged cell back to its original state, select the cell and choose Unmerge Cells from the Table menu, the Table palette menu, or the context menu.

Select row Mac: Cmd+3 Win: Ctrl+3

OUTPUT

You can also merge and unmerge selected cells by clicking either the Merge Cells or Unmerge Cells button located in the Control bar. 313

13.8

(continued)

Splitting Cells

Related Tasks 13.9

Merging and Splitting Cells

Adjusting Cell Spacing and Alignment

13.10 Resizing Tables 13.11 Setting Table Borders, Strokes, and Fills 13.12 Creating and Editing Table Headers and Footers 13.13 Importing Tables from Microsoft Word or Excel

Shortcuts

To divide a cell, select it with the Type tool and choose Split Cell Horizontally or Split Cell Vertically from the Table menu, the Table palette menu, or the context menu.

InDesign places any text or graphics contained in the cell into the left or top half.

You can also select an entire row or column (or multiple rows/columns) and apply the Split Cell Horizontally or Split Cell Vertically command to all the cells in the selection.

InDesign places any text or graphics contained in the cell into the left or top half.

Select column Mac: Opt+Cmd+3 Win: Alt+Ctrl+3 Select table Mac: Opt+Cmd+A Win: Alt+Ctrl+A Select cell above/ below current cell Mac and Win: Shift+Up/Down arrow Select cell to the right or left of current cell Mac and Win: Shift+Right/Left arrow Toggle between text selection and cell selection Mac and Win: Esc

Tip The text rotation buttons in the Table palette and Control bar only allow you to rotate text in 90˚ increments. However, you can place text rotated at another angle by creating it outside of the table and nesting it into a table cell.

PLACING A GRAPHIC IN A TABLE CELL InDesign allows you to place a graphic in a table cell using exactly the same method that you would to insert a graphic into a line of text. Because table cells behave like miniature text frames, placed graphics are treated as nested inline objects. To place a graphic in a table cell, click an insertion point with the Type tool and import using the Place command or by copying and pasting.

314

Adjusting Cell Spacing and Alignment Related Tasks

Table cells behave like little text frames in that they allow you to insert text and inline graphics. Because of this, you can also apply some of the same text frame settings, including inset spacing amounts, vertical justification, and horizontal text alignment.

Table Menu

4.21

Type and Tables Palettes

13.6

Making Table Selections

You can apply table cell settings using the Cell Options dialog in the same way you would apply text frame settings using the Text Frame Options dialog. To access the dialog, insert the Type tool cursor in a table cell and choose Cell Options > Text from the Table Menu or the Table palette menu. The Cell Options dialog is only

Shortcuts

accessible through the context menu when a cell (or series of cells) is selected.

Insert table Mac: Opt+Shift+Cmd+T Win: Alt+Shift+Ctrl+T

PAGE BUILDING

2.8

WORKSPACE

13.9

Cell Options dialog Mac: Opt+Cmd+B Win: Alt+Ctrl+B

Select cell Mac: Cmd+/ Win: Ctrl+/

In the Text panel of the Cell Options dialog, enter top, bottom, left, and right cell inset spacing amounts in the respective fields. You can also enter inset spacing amounts by clicking the up/down arrows located next to each field.

Select row Mac: Cmd+3 Win: Ctrl+3 Select column Mac: Opt+Cmd+3 Win: Alt+Ctrl+3

tify from the Align menu. To apply a limit for paragraph spacing when applying justified Tip

vertical alignment, enter a value or click the up/down arrows in the Paragraph Spacing Limit field. This value sets the maximum amount of space allowed between paragraphs in entered. Enter higher values to prevent a change in leading.

Cell inset fields

Vertical alignment buttons

If you prefer palettes to dialogs, you can also enter inset spacing amounts for a selected cell (or series of cells) in the top, bottom, left, and right cell inset fields of the Table palette. You can also apply vertical justification settings by clicking one of the vertical alignment buttons located in the Table palette or Control bar. Options include Align Top, Align Bottom, Align Center, or Justify Vertically.

To adjust the horizontal alignment of text placed in a table cell, insert the Type tool cursor into a paragraph contained in a cell (or highlight multiple paragraphs) and click one of the alignment buttons located in the Paragraph palette or Control bar. 315

OUTPUT

Unfortunately, you cannot save any table formatting as part of a character, paragraph, or object style. Hopefully table styles will one day find their way into InDesign, but until then, try saving your tables into a library.

COLOR

To adjust a table’s horizontal alignment in relation to its text frame container, insert the Type tool cursor before or after the table in the frame, and click one of the horizontal alignment buttons located in the Paragraph palette or Control bar.

the cell when justified. InDesign adjusts the leading of each line up to the amount

GRAPHICS

To apply vertical justification to the selected cell(s), choose Top, Center, Bottom, or Jus-

Vertical alignment buttons

TYPOGRAPHY

Table palette Mac and Win: Shift+F9

13.10 Related Tasks 2.8

Table Menu

3.3

Selection Tool

3.4

Direct Selection and Position Tools

3.6

Type Tools

3.12

Scale Tool

3.14

Free Transform Tool

Resizing Tables

You can resize an entire table, or adjust column width and row height, interactively by clicking and dragging with the Type tool. You can also resize numerically by entering measurements in the Row Height and Column Width fields of the Rows and Columns panel of the Cell Options dialog, or in the Table palette/Control bar.

Resizing an Entire Table Interactively To resize a table interactively, click the Type tool in any cell and then position the cursor over the bottom-right corner of the table.

Shortcuts When the cursor icon changes to display a diagonal, double-headed arrow, click and drag to scale. Hold down the Shift key as you drag to scale the table proportionately. When resizing a table using this method, InDesign does not scale any existing cell contents along with the table. To resize a table and its contents together, you must scale the text frame using one of the methods described in Section 8.2, “Resizing Objects.”

Insert table Mac: Opt+Shift+Cmd+T Win: Alt+Shift+Ctrl+T Table Options dialog Mac: Opt+Shift+Cmd+B Win: Alt+Shift+Ctrl+B Table palette Mac and Win: Shift+F9 Select table Mac: Opt+Cmd+A Win: Alt+Ctrl+A

Scale Table cursor

Resizing Columns and Rows Interactively To resize a column interactively, insert the Type tool anywhere in the table and then position the cursor over the right or left edge of a cell. Table edge Text frame edge Resize column cursor

When the cursor icon changes to display a horizontal, double-headed arrow, click and drag to change the column width. 316

Resize Column cursor

Note that columns can be expanded beyond the right edge of a text frame (except when the table is right justified within the text frame).

Resizing Tables

(continued)

Related Tasks

Text frame and table edge Resize Column cursor

Resize Column cursor

7.4

Selecting Type Resizing Objects

9.2

Threading and Unthreading Text Frames

9.6

Flowing Text

13.6

Making Table Selections

To change the width of all columns proportionately, hold down the Shift key as you drag the right edge of the table.

Move to next/previous cell

the cursor over the top or bottom of a cell. Move to first/last cell in column Mac: Opt+Page Up/Page Down Win: Alt+Page Up/ Page Down

Table edge Text frame edge Resize Row cursor

TYPOGRAPHY

Mac and Win: Tab/Shift+Tab

To resize a row interactively, insert the Type tool anywhere in the table and then position

Resize Row cursor

PAGE BUILDING

8.2

Shortcuts To resize a column without expanding the table beyond the boundaries of the text frame, hold down the Shift key as you drag.

WORKSPACE

13.10

Move to first/last cell in row Mac: Opt+Home/End Win: Alt+Home/End GRAPHICS COLOR

When the cursor icon changes to display a vertical, double-headed arrow, click and drag to change the row height.

Note that rows can be expanded beyond the bottom edge of a text frame.

OUTPUT

317

13.10 Related Tasks 13.7

Adding and Deleting Rows and Columns

13.8

Merging and Splitting Cells

13.9

Adjusting Cell Spacing and Alignment

Resizing Tables

(continued)

Text frame overset icon

13.12 Creating and Editing Table Headers and Footers 13.13 Importing Tables from Microsoft Word or Excel

Shortcuts Any rows that are resized beyond the boundaries of the text frame are stored as overset items.

Move to first/last row in frame Mac and Win: Page Up/Page Down

To change the height of all rows proportionately, hold down the Shift key as you drag the bottom edge of the table.

Resizing Columns and Rows Numerically

Select cell above/ below current cell Mac and Win: Shift+Up/Down arrow

You can resize selected rows and columns numerically using the Cell Options dialog. To do so, choose Cell Options > Rows And Columns from the Table menu, the context menu,

Select cell to the right or left of current cell Mac and Win: Shift+Right/Left arrow

or the Table palette/Control bar menus. Choose At Least or Exactly from the Row Height menu and enter a measurement value in the field. To apply a maximum row height, enter a value in the Maximum field. To resize

Toggle between text selection and cell selection Mac and Win: Esc

selected column widths numerically, enter a measurement value in the Column Width field. You can also apply measurement values by clicking the up/down arrows located next to the Row Height and Column Width fields.

Tip: Row height and column width fields You can evenly distribute the cell spacing of an entire table. With the type tool cursor inserted, press Opt+Cmd+A (Mac) or Alt+Ctrl+A (Windows) to select the table, then choose Distribute Rows/Columns Evenly from the Table menu, context menu, or Table palette menu.

Check the Preview option at the bottom left of the dialog to see the settings applied as you adjust them. When you’re ready, click OK to apply. 318

These settings can also be applied by entering measurement values in the Row Height and Column Width fields located in the Table palette and Control bar.

Setting Table Borders, Strokes, and Fills

Related Tasks

InDesign allows you to apply stroke and fill attributes to an entire table and to its individ-

2.8

Table Menu

ual cells. Table cell strokes and fills are applied globally using the Table Options dialog and

3.6

Type Tools

locally using the Cell Options dialog. The table border (i.e., the stroke that surrounds the

3.15

Eyedropper Tool

entire table) can be set using the controls in the Table Options dialog or in the Control bar.

3.17

Gradient Tool

Shortcuts

To set the table border, choose Table Options > Table Setup from the Table menu, the

Insert table Mac: Opt+Shift+Cmd+T Win: Alt+Shift+Ctrl+T

Table palette menu, or the context menu.

PAGE BUILDING

Setting the Table Border

WORKSPACE

13.11

Table Options dialog Mac: Opt+Shift+Cmd+B Win: Alt+Shift+Ctrl+B

Choose a stroke Weight, Type, Color, and Tint. You can also choose a Gap Color and Tint value when applying an open stroke style. To overprint, enable the Overprint option.

Table palette Mac and Win: Shift+F9

TYPOGRAPHY

Cell Options dialog Mac: Opt+Cmd+B Win: Alt+Ctrl+B

Select cell Mac: Cmd+/ Win: Ctrl+/

If you have already applied a cell border locally to one or more cells positioned at the top,

Select row Mac: Cmd+3 Win: Ctrl+3

bottom, right, or left edges of the table using the Cell Options dialog or Control bar, apply-

GRAPHICS

ing a table border using the Table Options dialog overrides it. To maintain local cell formatting, enable the Preserve Local Formatting option. To apply a table border locally using the Cell Options dialog, select the entire table with the Type tool and choose Cell Options > Strokes And Fills from the Table menu, the Table palette menu, or the context menu. In the center of the cell diagram at the top of the dialog, click the intersecting horizontal and vertical lines. By clicking these lines, you are telling InDesign to apply a stroke to the surrounding edges of the table, and not to the interior cell edges.

COLOR OUTPUT

Choose a stroke Weight, Type, Color, and Tint setting. You can also choose a Gap Color and Tint value when applying an open stroke style. To overprint, enable the Overprint options. 319

13.11 Related Tasks 4.5

Color Palette

4.6

Gradient Palette

4.17

Swatches Palette

4.21

Type and Tables Palettes

7.4

Selecting Type

Setting Table Borders, Strokes, and Fills (continued)

You can also apply a table border locally using the cell diagram and stroke type and weight controls located in the Control bar.

Setting Strokes and Fills with the Table Options Dialog Shortcuts

To set cell strokes and fills globally using the Table Options dialog, insert the Type tool

Select column Mac: Opt+Cmd+3 Win: Alt+Ctrl+3

nating Column Strokes, or Alternating Fills from the Table menu, the Table palette menu,

cursor anywhere in the table and choose Table Options > Alternating Row Strokes, Alteror the context menu. From the Alternating Pattern menu at the top of the dialog, choose

Select table Mac: Opt+Cmd+A Win: Alt+Ctrl+A

to apply a stroke or fill to Every Other, Every Second, Every Third, or Custom Row/Column.

Move to next/previous cell

and next rows or columns. You can also choose a Gap Color and Tint value when applying

Mac and Win: Tab/Shift+Tab

You can also choose to skip rows or columns in the alternating stroke or fill pattern by

Proceed to choose a fill color and tint or a stroke weight, type, color, and tint for the first an open stroke style. To overprint, enable the Overprint options.

entering a value in the Skip First or Skip Last field. Move to first/last cell in column

To maintain local cell formatting already applied using the Cell Options dialog or Control bar, enable the Preserve Local Formatting option.

Mac: Opt+Page Up/Page Down Win: Alt+Page Up/ Page Down Move to first/last cell in row Mac: Opt+Home/End Win: Alt+Home/End

To apply a stroke or fill to every row or column in a table, choose Custom Row /Column from the Alternating Pattern menu and enter a value of one in the First field, and a value of 0 in the Next field.

320

Setting Table Borders, Strokes, and Fills (continued)

Related Tasks

Setting Strokes and Fills with the Cell Options Dialog

Saving and Applying Custom Strokes

7.18

Applying Gap Color to Open Stroke Styles

13.6

Making Table Selections

To set cell strokes and fills locally using the Cell Options dialog, select the cells you would like to format and choose Cell Options > Strokes And Fills from the Table menu, the Table palette menu, or the context menu. From the cell diagram at the top of the dialog, click to highlight the edges you would like to apply a stroke to. Proceed to choose a stroke weight, type, color, and tint. You can also

13.11 Setting Table Borders, Strokes, and Fills

choose a Gap Color and Tint value when applying an open stroke style. At the bottom of the dialog, choose a fill color and tint to apply to the selected cells. To overprint cell

PAGE BUILDING

7.17

WORKSPACE

13.11

strokes and fills, enable the Overprint options. Shortcuts

Check the Preview option at the bottom left of the dialog to see the settings applied as

To apply a stroke or fill to every row or column in a table, select the entire table and apply settings using the controls in the Strokes And Fills panel of the Cell Options

Select cell above/below current cell Mac and Win: Shift+Up/Down arrow

You can also apply strokes locally to selected cells using the cell diagram and stroke type and weight controls located in the Control bar.

TYPOGRAPHY

Move to first/last row in frame Mac and Win: Page Up/Page Down

you adjust them. When you’re ready, click OK to apply.

Select cell to the right or left of current cell Mac and Win: Shift+Right/Left arrow

dialog.

You can apply diagonal lines to a selected table cell (or series of cells) using the Diagonal Lines panel of the Cell Options dialog. Choose Cell Options > Diagonal Lines from the Table menu, the Table palette menu, or the context menu. Click one of the option

GRAPHICS

Toggle between text selection and cell selection Mac and Win: Esc

PLACING DIAGONAL LINES IN TABLE CELLS

Tips

buttons located at the top of the dialog and then choose stroke weight, type, color, and You can apply a sampled color to a selected table cell using the Eyedropper tool.

tint. To overprint, enable the Overprint options. From the Draw menu, choose Content In Front or Diagonal In Front.

321

OUTPUT

You can apply a gradient fill to a selected table cell (or series of cells) using the Gradient tool.

COLOR

You can also set cell strokes and fills locally using the Stroke palette and Swatches palette— just as you would with any text frame.

13.12 Related Tasks

Creating and Editing Table Headers and Footers

InDesign gives you the option to create header and footer rows that repeat as a table

2.8

Table Menu

3.6

Type Tools

flows across multiple text frames, text columns, or pages.

4.21

Type and Tables Palettes

Adding Table Headers and Footers

7.4

Selecting Type

You can include header and footer rows when creating a new table, or add them to an existing one. You can also convert selected table rows into repeating headers or footers.

Shortcuts Insert table Mac: Opt+Shift+Cmd+T Win: Alt+Shift+Ctrl+T Table Options dialog Mac: Opt+Shift+Cmd+B Win: Alt+Shift+Ctrl+B

To include header or footer rows upon insert of a new table, define the number of rows you’d like to include by entering values in the respective fields of the Insert Table dialog.

Table palette Mac and Win: Shift+F9 Move to next/previous cell

You can add header or footer rows to an existing table using the Table Options dialog. To

Mac and Win: Tab/Shift+Tab

Options > Headers And Footers from the Table menu, the Table palette menu, or the con-

access the dialog, select a cell, row, column, or table with the Type tool and choose Table text menu. In the Headers And Footers panel of the dialog, define the number of rows

Move to first/last cell in column Mac: Opt+Page Up/Page Down Win: Alt+Page Up/ Page Down

you’d like to include by entering values in the respective fields. You can also apply row numbers by clicking the up/down arrows located next to the Header Rows and Footer Rows fields. From the Repeat Header/Footer menus, choose to repeat the row on every text column, once per frame, or once per page. Enable the Skip First option to prevent the header from appearing in the first row of the table. Enable the Skip Last option to prevent the footer from appearing in the last row of the table. Check the Preview option at the bottom left of the dialog to see the settings applied as you adjust them. When you’re ready, click OK to apply.

322

Creating and Editing Table Headers and Footers (continued)

Related Tasks

Converting Existing Rows into Headers and Footers

13.6

Making Table Selections

To convert an existing row into a header, select the first row of the table with the Type

13.9

Adjusting Cell Spacing and Alignment

tool and choose Convert Rows > To Header from the Table menu or the Table palette

13.10 Resizing Tables

To convert an existing row into a footer, select the last row of the table with the Type tool

13.13 Importing Tables from Microsoft Word or Excel

and choose Convert Rows > To Footer from the Table menu or the Table palette menu. You can also choose Convert To Footer Rows from the context menu. It is also possible to convert multiple rows into headers or footers. Select the first or last

PAGE BUILDING

menu, or choose Convert To Header Rows from the context menu.

WORKSPACE

13.12

Shortcuts

row, Shift+click to select additional rows, then choose the appropriate command.

Editing Table Headers and Footers The first instance of a header or footer can be edited just like any other row, but it is

Move to first/last row in frame Mac and Win: Page Up/Page Down

important to note that any edits made affect all repeated instances of the header or footer throughout the table.

TYPOGRAPHY

Move to first/last cell in row Mac: Opt+Home/End Win: Alt+Home/End

Select cell above/below current cell Mac and Win: Shift+Up/Down arrow

InDesign displays a lock icon when hovering the cursor over subsequent headers and footers.

Footers panel of the Table Options dialog. To convert an existing header or footer into a body row, select the first instance of the

Toggle between text selection and cell selection Mac and Win: Esc

header or footer with the Type tool (or choose Edit Header/Footer from the context menu) and choose Convert Rows > To Body from the Table menu or the Table palette menu.

GRAPHICS

Select cell to the right or left of current cell Mac and Win: Shift+Right/Left arrow

Header and Footer options can be edited using the controls located in the Headers And

Tip

When you press the Tab key with the Type tool cursor inserted in a table cell, it moves the cursor to the next cell. So does this mean that you can’t enter a Tab character into a cell? Thankfully, no—you can enter a tab character by inserting the Type tool cursor and choosing Insert Special Character > Tab from the Type menu or the context menu, or if you’re on the Mac platform, press Opt+Tab.

COLOR

Tables have their own Keep Option settings that allow you to control where a row breaks when threading tables across multiple text frames. You can apply these settings to a selected row in the Rows And Columns panel of the Cell Options dialog.

SETTING TABS IN TABLE CELLS

OUTPUT

323

13.13 Related Tasks 2.8

Table Menu

4.21

Type and Tables Palettes

9.3

Importing Text

Importing Tables from Microsoft Word or Excel

When importing Microsoft Word or Excel documents containing tables, you have the option to convert them into unformatted InDesign tables, or into InDesign tables tagged with preserved Word or Excel styles and formatting. Choose File > Place and browse to the Word or Excel document on your system. To access the Import Options dialog, check Show More Options or hold down the Shift key and click the

Shortcuts

Open button. Table Options Dialog Mac: Opt+Shift+Cmd+B Win: Alt+Shift+Ctrl+B Table palette Mac and Win: Shift+F9 Move to next/previous cell Mac and Win: Tab/Shift+Tab Move to first/last cell in column Mac: Opt+Page Up/ Page Down Win: Alt+Page Up/ Page Down Move to first/last cell in row Mac: Opt+Home/End Win: Alt+Home/End

In the Formatting section of the Microsoft Word Import Options dialog, choose to either remove or preserve styles and formatting. When choosing to remove styles and formatting, select Unformatted Tables from the Convert Tables To menu.

Move to first/last row in frame Mac and Win: Page Up/Page Down Select cell above/ below current cell Mac and Win: Shift+Up/Down arrow

When choosing to preserve styles and formatting, there are several additional options for preserving formatting, including Manual Page Breaks, Inline Graphics, Unused Styles, and Track Changes. You can also choose to import styles automatically or by using a customized style import. The Customized Style Import option allows you to map InDesign styles to imported Word/RTF styles and vice versa.

You can also copy/paste tables from Word or Excel documents. By default, InDesign

Select cell to the right or left of current cell Mac and Win: Shift+Right/Left arrow

removes any styles and formatting when copying/pasting. However, if you’d like to preserve styles and formatting when copying/pasting, choose All Information under the When Pasting section of InDesign’s Type Preferences.

Toggle between text selection and cell selection Mac and Win: Esc

CONVERTING TABLES TO TEXT You can convert tables into text by inserting the Type tool cursor anywhere inside the table and choosing Table > Convert Table To Text. When the Convert Table To Text dialog appears, choose the delimiter characters you’d like to use and click OK.

324

14

WORKSPACE

C H A P T E R

Color and Transparency incite a reaction from an audience than through good use of color. Colors can inspire, stimulate, and influence all of us, which is why we rely on its effectiveness. Not only does InDesign CS2 make working with color incredibly easy, but you can also add

PAGE BUILDING

WHEN IT COMES TO design, color truly is the great communicator. There is no better way to

transparency effects. This chapter shows you how to use InDesign’s enhanced color management features, as well as how to use the Ink Manager and other Swatches palette options. In addition, I explain how the different blend modes can help when you’re working with transparent objects, and show you how to create cool drop shadows and feathered edges.

■

14.2

Color-Managing Imported Graphics

■

14.3

Using Proof Setup for Soft Proofing

■

14.4

Creating and Saving Mixed-Ink Swatches and Groups

■

14.5

Accessing Colors Stored in Libraries

■

14.6

Converting Spot Colors to Process

■

14.7

Importing Colors from Other Documents

■

14.8

Changing an Object’s Opacity Level

■

14.9

Applying Blend Modes

■

14.10 Adding Drop Shadows

■

14.11 Feathering

■

14.12 Importing Transparent TIFFs

COLOR

Using Color Settings

GRAPHICS

14.1

TYPOGRAPHY

■

OUTPUT

14.1 Related Tasks 5.13

Often when designing, colors can appear one way on your monitor but appear drastically different when printed. Thankfully, InDesign CS2 contains enhanced color management

Appearance of Black Preferences

12.1

Importing a Graphic Image

12.2

Setting Import Options

14.2

Color-Managing Imported Graphics

14.3

Using Proof Setup for Soft Proofing

15.4

Preflighting Colors and Inks

16.1

Printing a Document

16.2

Creating Transparency Flattener Presets

17.1

Exporting as Adobe PDF

Using Color Settings

features that can make screen colors come as close as possible to what you’ll see in the final printed piece. These color settings can also be synchronized with the other applications in the Creative Suite 2 (such as Photoshop and Illustrator) through the Adobe Bridge application when Version Cue is installed. The InDesign and CS2 color settings are enabled by default. You can enable or disable color management from the Color Settings dialog (Edit > Color Settings).

To unsynchronize, choose a different setting from the Settings menu. For more information on a chosen color setting, hover the cursor over the Settings menu and refer to the bottom of the dialog for a brief description. To resynchronize, choose the same setting applied in the Adobe Bridge application Suite Color Settings dialog. A brief description is listed under each setting name.

Shortcuts Launch Adobe Bridge (Browse) Mac: Opt+Cmd+O Win: Alt+Ctrl+O Separations Preview Mac and Win: Shift+F6

At the top of the dialog, InDesign displays whether the current color settings are synchronized with the other applications in CS2.

Overprint Preview Mac: Opt+Shift+Cmd+Y Win: Alt+Shift+Ctrl+Y

The setting you choose applies specific working space profiles and color management policies for both RGB and CMYK color spaces. It also applies specific conversion options, which you can view in the dialog by clicking the Advanced Mode checkbox. For more on

Tip

a working space profile, color management policy, or conversion option (color engine and You can load and apply color settings created in Photoshop and Illustrator into InDesign.

rendering intent), hover the cursor over the respective menu and see the bottom of the dialog for a brief description. If you prefer, choose your own custom working space profiles, color management policies, and conversion options and save them as a custom setting. Click Save and enter a name for the setting in the Save Color Settings dialog. Click Save again to add the custom setting to the menu. To profile mismatch or missing profile warning dialogs when opening documents, disable both Ask When Opening options. To disable color management policies, choose Off from the RGB and CMYK menus. 326

Color-Managing Imported Graphics Related Tasks

InDesign allows you to color-manage individual graphics at the time of import or after they’ve already been placed.

2.3

File Menu Object Menu

3.3

Selection Tool

Show Import Options.

3.4

Direct Selection and Position Tools

4.13

Output Palettes

12.1

Importing a Graphic Image

12.2

Setting Import Options

14.1

Using Color Settings

14.3

Using Proof Setup for Soft Proofing

15.3

Preflighting Colors and Inks

16.1

Printing a Document

To color-manage a graphic that has already been placed in a layout, select it with either selection tool and choose Object > Image Color Settings. You can’t apply Image Color Settings to placed EPS and PDF files, but you can with placed TIFFs and PSDs.

TYPOGRAPHY

2.7

tion on your system using the Place dialog. Before you click the Open button, turn on

PAGE BUILDING

To color-manage a graphic upon import, choose File > Place and browse to the file’s loca-

In the Color panel of the Image Import Options dialog you can tell InDesign how you would like to color-manage the image. Select and apply a color profile and rendering intent from the respective menus. To apply document color settings to the image, choose Use Document Default and Use Document Image Intent from the menus.

WORKSPACE

14.2

Shortcuts Place Mac: Cmd+D Win: Ctrl+D GRAPHICS

Links palette Mac: Shift+Cmd+D Win: Shift+Ctrl+D Separations Preview Mac and Win: Shift+F6

Select and apply a color profile and rendering intent from the respective menus. To apply document color settings to the image, choose Use Document Default and Use Document Image Intent from the menus.

Overprint Preview Mac: Opt+Shift+Cmd+Y Win: Alt+Shift+Ctrl+Y

You can also access object-level color management options by selecting a placed image and choosing Graphics > Image Color Settings from the context menu (Mac: Control-click; Windows: right-click).

COLOR

Tip

OUTPUT

327

14.3 Related Tasks

Using Proof Setup for Soft Proofing

InDesign’s proof setup feature lets you preview how a document is going to print as you design on screen (a process called soft proofing). Under the View > Proof Setup sub-

2.9

View Menu

4.13

Output Palettes

5.13

Appearance of Black Preferences

Custom Choosing this option opens the Customize Proof Condition dialog. Select

12.1

Importing a Graphic Image

screen how the document’s color settings

12.2

Setting Import Options

14.1

Using Color Settings

14.2

Color-Managing Imported Graphics

preview a selected profile’s dynamic

15.3

Preflighting Colors and Inks

Simulate Black Ink is automatically selected

16.1

Printing a Document

menu, choose one of three options:

a device profile to proof with from the Device To Simulate menu. InDesign simulates on should appear based on the profile of the medium selected. Under Display Options (On-Screen), enable the Simulate Paper Color and Simulate Black Ink options to range. If Simulate Paper Color is selected, then grayed out. For more information on the Display Options or a chosen device profile, hover the cursor over a heading

Shortcuts

and refer to the bottom of the dialog for

Launch Adobe Bridge (Browse) Mac: Opt+Cmd+O Win: Alt+Ctrl+O

a brief description. Document CMYK Choosing this option tells InDesign to use the document CMYK

Place Mac: Cmd+D Win: Ctrl+D

profile to soft-proof with. By default InDesign uses the assigned Working Space profile set in Color Settings as the document

Links palette Mac: Shift+Cmd+D Win: Shift+Ctrl+D

CMYK profile. However, you can assign a different document CMYK profile using the

Separations Preview Mac and Win: Shift+F6

Assign Profiles dialog, accessible under the Edit menu.

Overprint Preview Mac: Opt+Shift+Cmd+Y Win: Alt+Shift+Ctrl+Y

Working CMYK Choosing this option tells InDesign to use the Working Space profile set in the Color Settings dialog to soft-proof with.

Tip

Once you’ve picked a proof setup, you can toggle a soft proof of the document on or off by choosing View > Proof Colors.

To achieve the best possible results when softproofing, choose Display Performance > High Quality Display from the View menu.

You can change a document’s color definitions permanently using the Convert To Profile dialog, accessible under the Edit menu. The current document space is always listed at the top of the dialog. Choose the RGB and CMYK profiles you’d like to convert to from the menus in the Destination Space portion below. Note that converting to the wrong profile can mess up the colors in your document, so be careful!

328

Creating and Saving Mixed-Ink Swatches and Groups

Related Tasks

InDesign allows you to create a single “mixed-ink” swatch by combining varying percentages of two different spot colors. You can use these colors to jazz up those boring old two-

3.1

Toolbox

3.22

Other Toolbox Functions

and three-color designs.

To create a mixed-ink swatch, choose New Mixed Ink Swatch from the Swatches palette menu. You must have at least one spot color saved in the Swatches palette to access the

4.5

Color Palette

4.13

Output Palettes

4.17

Swatches Palette

7.10

Filling with Solid and Transparent Colors

New Mixed Ink Swatch dialog.

PAGE BUILDING

Creating a Mixed-Ink Swatch

WORKSPACE

14.4

Shortcuts In the dialog, choose a color to add to the mixed-ink swatch by clicking the box to the left of its name. You can then indicate what ink percentage to use by dragging the slider left or right or entering a value in the percentage field. As you add colors, refer to the preview swatch in the upper left of the dialog.

Swatches palette Mac and Win: F5

Create new swatch based on selected swatch in palette Mac: Opt-click New Swatch button Win: Alt-click New Swatch button

When you create a mixed-ink swatch that you like, enter a name for it and click OK to save it in the Swatches palette and close the dialog. To save it in the Swatches palette

TYPOGRAPHY

Color palette Mac and Win: F6

without closing the dialog, click the Add button. You can then continue creating mixedTip

ink swatches and adding them to the palette.

GRAPHICS

To get an idea of how well colors will mix on press, always consult your printer first before using mixed-ink colors.

COLOR

InDesign places a special mixed-ink icon next to the swatch name in the palette.

When printing, InDesign places each color in the mixed-ink swatch on its own separate plate. However, to prevent moiré patterns or dot-doubling from occurring, print each color at the correct halftone angle. OUTPUT

329

14.4 Related Tasks

Creating and Saving Mixed-Ink Swatches and Groups (continued)

7.13

Stroking Frames, Shapes, and Paths

14.5

Accessing Colors Stored in Libraries

menu. You must have at least one spot color saved in the Swatches palette to access the

14.7

Importing Colors from Other Documents

For each color in the group, enter an Initial tint percentage, Repeat amount, and Incre-

15.3

Preflighting Colors and Inks

percentage amounts.

16.1

Printing a Document

The Initial tint value tells InDesign what

Creating a Mixed-Ink Group To create a mixed-ink group, choose New Mixed Ink Group from the Swatches palette New Mixed Ink Group dialog.

ment percentage in the respective fields. You can also use the drop-down sliders to apply

percentage of ink you’d like to start out with for each color in the group. The

Shortcuts

Repeat value indicates how many Create spot color swatch based on selected swatch in palette Mac: Opt+Cmd-click New Swatch button Win: Alt+Ctrl-click New Swatch button

swatches InDesign should create. The Increment value tells InDesign how much ink to add with each repeat. When you’re ready, click the Preview Swatches button to display a list of

Change swatch options without applying swatch Mac: Shift+Opt+Cmddouble-click swatch Win: Shift+Alt+Ctrldouble-click swatch

mixed-ink swatches that InDesign can generate using these settings. To save the mixed-ink group, enter a name for it and click OK to add all the swatches in the group to the Swatches palette.

Tip

In the dialog, choose which colors to add to the mixed-ink group by clicking the boxes to the left. You must include at least two colors in a mixedink group and at least one spot color. It’s also possible to include process colors in a mixedink group (Cyan, Magenta, Yellow, and Black).

You can delete all the swatches in a mixed-ink group from the Swatches palette at once by deleting the mixed-ink group swatch.

InDesign also adds a group swatch to the Swatches palette. Double-click the group swatch to access the options dialog and rename the group, delete or apply different colors to the mixed-ink group, or convert all the mixed-ink swatches to process.

330

Accessing Colors Stored in Libraries Related Tasks

You can access colors stored in swatch libraries (such as Pantone colors) through the Color Mode menu of the New Color Swatch dialog. To access the dialog, choose New Color Swatch from the palette menu.

Swatches Palette

7.10

Filling with Solid and Transparent Colors

7.13

Stroking Frames, Shapes, and Paths

14.4

Creating and Saving MixedInk Swatches and Groups

14.7

Importing Colors from Other Documents

To save a library color in the Swatches palette and close the dialog, select it from the list and click OK. To save the color in the Swatches palette without closing the dialog, click the Add button. You can then continue selecting library swatches and adding them to the palette.

PAGE BUILDING

4.17

WORKSPACE

14.5

Shortcuts

Create new swatch based on selected swatch in palette Mac: Opt-click New Swatch button Win: Alt-click New Swatch button

If you know the number of a specific library swatch that you’d like to locate and use, enter it in the search field and let InDesign select it for you. Hover the cursor over any swatch name in the library list and a tooltip displays its color build.

From the Color Mode menu, choose a swatch library to display.

GRAPHICS

Create spot color swatch based on selected swatch in palette Mac: Opt+Cmd-click New Swatch button Win: Alt+Ctrl-click New Swatch button

TYPOGRAPHY

Swatches palette Mac and Win: F5

Change swatch options without applying swatch Mac: Shift+Opt+Cmddouble-click swatch Win: Shift+Alt+Ctrldouble-click swatch

ADDING SWATCHES FROM ADOBE ILLUSTRATOR FILES

choose Other Library from the Color Mode menu in the New Color Swatch dialog.

file on your system. Click the Open button to add all the stored swatches to the New Color Swatch dialog. You can then select the swatches you’d like to use and add them to the Swatches palette by clicking the Add button.

331

OUTPUT

Colors applied to objects but not added to the Swatches palette are considered “unnamed.” You can add all of them to the palette at once by choosing Add Unnamed Colors from the Swatches palette menu.

InDesign launches the Open A File dialog, where you can browse to an Illustrator 8.x

COLOR

Tip

InDesign lets you access color swatches stored in Adobe Illustrator 8.x files. To do so,

14.6 Related Tasks

Converting Spot Colors to Process

You can convert spot colors to process using the Ink Manager, or by changing a selected color’s mode and type settings in the Swatch Options dialog.

4.17

Swatches Palette

7.10

Filling with Solid and Transparent Colors

The Ink Manager converts spot colors to process during output without changing the

7.12

Filling Text

Manager, choose Ink Manager from the Swatches palette menu.

7.13

Stroking Frames, Shapes, and Paths

7.14

Stroking Text

14.7

Importing Colors from Other Documents

15.3

Preflighting Colors and Inks

16.1

Printing a Document

color swatch definitions in the document. To convert spot colors to process using the Ink

Locate a spot color from the list and click its color mode icon in the far-left column to toggle from spot to process.

Shortcuts Swatches palette Mac and Win: F5 Create new swatch based on selected swatch in palette Mac: Opt-click New Swatch button Win: Alt-click New Swatch button

To convert all spot colors in the document to process, check the All Spots To Process option in the bottom left of the dialog.

Create spot color swatch based on selected swatch in palette Mac: Opt+Cmd-click New Swatch button Win: Alt+Ctrl-click New Swatch button

Unlike with the Ink Manager, converting a spot color to process using the Swatch Options dialog actually alters the swatch definition in the document. To convert a spot color to process using the Swatch Options dialog, select a spot color from the Swatches palette and choose Swatch Options from the palette menu.

Change swatch options without applying swatch Mac: Shift+Opt+Cmddouble-click swatch Win: Shift+Alt+Ctrldouble-click swatch

Tip Access the Swatch Options dialog by double-clicking a swatch name in the Swatches palette.

Choose CMYK from the Color Mode menu and Process from the Color Type menu. Click OK to convert the color and close the dialog.

332

Importing Colors from Other Documents Related Tasks

You can import colors from other InDesign documents in three ways:

Swatches Palette

7.10

Filling with Solid and Transparent Colors

7.12

Filling Text

7.13

Stroking Frames, Shapes, and Paths

7.14

Stroking Text

14.4

Creating and Saving MixedInk Swatches and Groups

14.6

Converting Spot Colors to Process

Swatches palette Mac and Win: F5

TYPOGRAPHY

Shortcuts

PAGE BUILDING

Choose Load Swatches from the Swatches palette menu. Use the Open A File dialog to browse to an InDesign file on your system and click the Open button. All of the stored swatches are added to the Swatches palette.

4.17

WORKSPACE

14.7

Create new swatch based on selected swatch in palette Mac: Opt-click New Swatch button Win: Alt-click New Swatch button Create spot color swatch based on selected swatch in palette Mac: Opt+Cmd-click New Swatch button Win: Alt+Ctrl-click New Swatch button

Select colors from the Swatches palette and drag them from one InDesign document to another.

COLOR

Change swatch options without applying swatch Mac: Shift+Opt+Cmddouble-click swatch Win: Shift+Alt+Ctrldouble-click swatch

GRAPHICS

Choose New Color Swatch from the Swatches palette menu and select Other Library from the Color Mode menu. InDesign launches the Open A File dialog, where you can browse to an InDesign file on your system. Click the Open button to add all of the stored swatches to the New Color Swatch dialog. You can then select the swatches you’d like to use and add them to the Swatches palette by clicking the Add button.

Tip

333

OUTPUT

When converting QuarkXPress or PageMaker documents, or placing Illustrator files, InDesign automatically adds all document swatches to the Swatches palette.

14.8 Related Tasks 3.3

Selection Tool

3.4

Direct Selection and Position Tools

4.10

Links Palette

4.12

Object Styles Palette

4.13

Output Palettes

4.20

Transparency Palette

7.10

Filling with Solid and Transparent Colors

11.5

Creating and Applying Object Styles

14.9

Applying Blend Modes

16.1

Printing a Document

16.2

Creating Transparency Flattener Presets

17.1

Exporting as Adobe PDF

Changing an Object’s Opacity Level

Lowering a selected object’s opacity level allows you to see through it. You can do this in InDesign using the controls located in the Transparency palette. Any adjustments made to a selected object’s opacity level affects the entire object (fill and stroke), as well as any frame contents (placed graphic or text). It is not possible to apply different transparency effects or values to the fill and stroke of an object or to individual text characters or layers.

To change an object’s opacity level, select it with either selection tool and enter a value in the Opacity field of the Transparency palette. You can also enter an opacity value using the drop-down slider.

Shortcuts Transparency palette Mac and Win: Shift+F10 Links palette Mac: Shift+Cmd+D Win: Shift+Ctrl+D

The lower the opacity level, the more transparent the selected object becomes.

Object Styles palette Mac: Cmd+F7 Win: Ctrl+F7

The Opacity control in the Transparency palette should not to be confused with the Tint control in the Swatches palette. Although both controls can appear to lighten a selected fill color, lowering the Opacity value also allows you to see through the object—something

Tip

the Tint control does not do. For visual examples of these differences, refer to the color section.

You can adjust the opacity level of a selected group. Ungrouping sets the opacity level of all objects back to 100%.

334

Applying Blend Modes Related Tasks

InDesign allows you to apply transparent blend modes to selected objects. Similar to the transparency effects found in Photoshop and Illustrator, applying blend modes lets you control how transparent objects blend with the colors underneath. Here’s what each of

3.3

Selection Tool

3.4

Direct Selection and Position Tools

them does:

Links Palette

4.13

Output Palettes

Multiply Darkens a selected object’s color by multiplying its values with the values of the

4.17

Swatches Palette

colors underneath. White colors are not affected. This is the default blend mode for drop

4.20

Transparency Palette

7.10

Filling with Solid and Transparent Colors

16.1

Printing a Document

16.2

Creating Transparency Flattener Presets

17.1

Exporting as Adobe PDF

shadows. Screen Lightens a selected object’s color by multiplying the inverse of the base and blend colors. Screening lighter colors produces greater changes; black is not affected. Overlay Darkens (multiplies) or lightens (screens) a selected object’s color while preserving luminosity. Contrasting colors produce greater changes; black, white, and 50% gray are not affected. Soft Light Darkens (multiplies) or lightens (screens) a selected object’s color without preserving highlight and shadow values. Blend colors above 50% darken the base color;

TYPOGRAPHY

4.10

objects underneath.

PAGE BUILDING

Normal At 100% opacity, a selected object’s color does not blend with the colors of the

WORKSPACE

14.9

Shortcuts

blend colors below 50% lighten the base color. Black, white, and 50% gray are not affected.

Transparency palette Mac and Win: Shift+F10

Hard Light Produces the same effect as Soft Light but with more contrast. Color Dodge A selected object’s pixels are colorized using the hue of the pixels under-

Links palette Mac: Shift+Cmd+D Win: Shift+Ctrl+D

Color Burn A selected object’s pixels are colorized using the hue of the pixels underneath. Color Burn has a greater effect on darker colors.

Object Styles palette Mac: Cmd+F7 Win: Ctrl+F7

Darken When selected object’s color is lighter than those beneath, darker color is used. Lighten When selected object’s color is darker than those beneath, lighter color is used.

GRAPHICS

neath. Color Dodge has a greater effect on lighter colors.

Selection tool Mac and Win: V

Difference Applies the color that results when blend and base colors are subtracted from

Direct Selection tool Mac and Win: A

each other. White inverts the base color; black has no effect.

Tip

Hue Applies the hue of the blend color to the luminance and saturation of the base color. Saturation Applies saturation of the blend color to luminance and hue of the base color.

COLOR

Exclusion Produces the same effect as Difference but with less contrast.

For a more accurate display, select the Document CMYK Transparency Blend Space option under the Edit menu when applying transparency to layouts intended for print.

Color Applies the hue and saturation of the blend color to the luminance of the base color. Luminosity Applies luminance of the blend color to hue and saturation of the base. For visual examples of the different blend modes, refer to the color section.

OUTPUT

335

14.10 Related Tasks

Adding Drop Shadows

Let’s face it—drop shadows are cool. What’s not cool is interrupting your design process to create them in other applications such as Adobe Photoshop. Adobe understands this, and

2.7

Object Menu

3.3

Selection Tool

3.4

Direct Selection and Position Tools

You can apply drop shadows to imported graphics, shapes, lines, tables, text frames, and

3.15

Eyedropper Tool

are not permanent effects. You can turn them on or off at any time.

4.10

Links Palette

To apply a drop shadow in InDesign, select an object with either selection tool and choose

4.12

Object Styles Palette

Object > Drop Shadow. InDesign launches the Drop Shadow dialog.

4.13

Output Palettes

that’s why they’ve made it possible to create transparent drop shadows right in InDesign.

editable text characters. One of the great things about InDesign drop shadows is that they

Shortcuts Drop shadow Mac: Opt+Cmd+M Win: Alt+Ctrl+M Selection tool Mac and Win: V Direct Selection tool Mac and Win: A

Check the Drop Shadow option in the upper left of the dialog. Enter an Opacity value, Blur amount, and X and Y Offset amount. You can also apply Spread and Noise percentages. To see the settings applied as you enter them, check the Preview option. Select a color to apply to the drop shadow from the Swatches list (the default is Black). To view and edit the color build of a chosen swatch, choose RGB, CMYK, or Lab from the Color menu. Note that adjusting the color build of a chosen swatch does not change its color build in the Swatches palette.

If you want to apply a drop shadow to editable text characters, the text frame must have a fill of None applied.

336

Adding Drop Shadows

(continued)

Related Tasks

4.20

Transparency Palette

11.5

Creating and Applying Object Styles

14.9

Applying Blend Modes

16.1

Printing a Document

16.2

Creating Transparency Flattener Styles

17.1

Exporting as Adobe PDF

Shortcuts

You can sample and apply your favorite drop shadow settings to multiple objects in a docLinks palette Mac: Shift+Cmd+D Win: Shift+Ctrl+D

ument using the Eyedropper tool. To do this, it helps if you show frame edges in the document by pressing Cmd+H (Mac) or Ctrl+H (Windows). Then select the objects you would like to apply the drop shadow to with the Selection tool. Press I to switch to the

TYPOGRAPHY

Copy/Pasting Drop Shadows

Swatches Palette

PAGE BUILDING

A drop shadow is added to the text frame rather than the text when a fill color (other than None) is applied.

4.17

WORKSPACE

14.10

Object Styles palette Mac: Cmd+F7 Win: Ctrl+F7

Eyedropper and click directly on the frame edge of the object containing the drop shadow you’d like to sample. InDesign places the sampled drop shadow on all of the selected

Tips

objects at once—and you don’t have to reenter any dialog settings!

TINT SWATCHES

GRAPHICS

Adjusting the opacity level of a selected object also adjusts the opacity level of its drop shadow.

InDesign allows you to create a new swatch based on a tint of a selected color. To You can save drop shadow settings as part of an object style.

create a tint swatch, select a color from the Swatches palette and choose New Tint Swatch from the palette menu. When the New Tint Swatch dialog appears, enter a value in the Tint field or drag the slider. Click OK to add the tint swatch to the

COLOR

Swatches palette and close the dialog.

OUTPUT

337

14.11 Related Tasks 2.7

Object Menu

3.3

Selection Tool

3.4

Direct Selection and Position Tools

3.15

Eyedropper Tool

4.10

Links Palette

4.12

Object Styles Palette

4.13

Output Palettes

4.20

Transparency Palette

11.5

Creating and Applying Object Styles

16.1

Printing a Document

16.2

Creating Transparency Flattener Presets

17.1

Feathering

InDesign allows you to apply a soft edge (referred to as a feather) to any selected object, including imported graphics, shapes, and editable text. To create a feathered edge using the Feather dialog, select an object and choose Object > Feather.

Check the Feather option in the upper left of the dialog, then enter a value in the Feather Width field. Larger values produce softer edges. To see the settings applied as you enter them, check the Preview option on the right.

Choose a corner option from the pop-up menu. Options include Sharp, Rounded, and Diffused (the default).

Exporting as Adobe PDF

Shortcuts Links palette Mac: Shift+Cmd+D Win: Shift+Ctrl+D

The Sharp option applies the feather along the outline of the path.

Selection tool Mac and Win: V Direct Selection tool Mac and Win: A

The Rounded option also applies the feather along the outline of the path, but “rounds” the edges of the feather around sharp corners.

The Diffused option applies a transparent fade from the center of the object rather than along the outline of the path.

Transparency palette Mac and Win: Shift+F10

Tip You can also apply feathering to selected lines and tables.

If you want to apply a feather to editable text characters, the text frame must have a fill of None applied. 338

A feather is added to the text frame rather than the text when a fill color (here, Paper) is applied.

Importing Transparent TIFFs Related Tasks

Not only does InDesign allow you to import layered PSDs and PDFs, but you can also import transparent TIFFs.

3.9

Frame Tools

Background and any other unnecessary layers until only one transparent image layer is

3.10

Shape Tools

left in the document. Then Choose File > Save As.

4.10

Links Palette

4.13

Output Palettes

12.1

Importing a Graphic Image

12.2

Setting Import Options

12.4

Object Layer Options and Placed PSDs

16.1

Printing a Document

16.2

Creating Transparency Flattener Presets

17.1

Exporting as Adobe PDF

Now open a document in InDesign and choose File > Place. In the Place dialog, browse to the file location on your system and click Open.

TYPOGRAPHY

File Menu

PAGE BUILDING

2.3

Open a layered PSD or TIFF file in Adobe Photoshop. In the Layers palette, delete the

WORKSPACE

14.12

Shortcuts Click the loaded Place cursor anywhere on the page to import the graphic. You can then position and resize the transparent graphic however you like.

Place Mac: Cmd+D Win: Ctrl+D

Selection tool Mac and Win: V

In the Save As dialog, choose TIFF from the Format menu. Enter a name for the TIFF and click the Save button. In the TIFF Options dialog, check the Save Transparency option and click OK.

GRAPHICS

Links palette Mac: Shift+Cmd+D Win: Shift+Ctrl+D

Direct Selection tool Mac and Win: A

Tip COLOR

You can save and import transparent TIFFs using Grayscale, RGB, CMYK, or Lab color space.

OUTPUT

339

15

WORKSPACE

C H A P T E R

Preflighting and Packaging InDesign’s built-in Preflight plug-in to check for any potential output problems. When you run a preflight check, InDesign inspects the document for missing fonts and links, and searches for placed RGB images that should be converted to CMYK.

PAGE BUILDING

BEFORE YOU SEND YOUR publication off to the printer, it’s always a good idea to use

Once you know that your document is trouble-free, you can use InDesign’s Package feature to collect all the fonts and links needed for printing. You can also package all of the document’s stories and graphics in a web-ready format and create a web version of your layout in Adobe GoLive CS2.

■

15.2 Preflighting Links and Images

■

15.3 Preflighting Colors and Inks

■

15.4 Preflighting Print Settings

■

15.5 Packaging

■

15.6 Packaging for GoLive

GRAPHICS

15.1 Preflighting Fonts

TYPOGRAPHY

■

COLOR OUTPUT

15.1 Related Tasks 2.3

File Menu

3.2

Control Bar

3.6

Type Tools

4.21

Type and Tables Palettes

9.13

Font Overview

9.14

Find/Replace Missing Fonts

15.5

Packaging

18.7

Preflighting, Printing, and Exporting Books

Preflighting Fonts

Any time you run an InDesign preflight check on a document (choose File > Preflight), a dialog appears displaying a summary of what it found.

The Preflight dialog contains six panels: Summary, Fonts, Links And Images, Colors And Inks, Print Settings, and External Plug-ins. The Summary panel displays a brief description of what is found for each category. When a potential output problem exists, InDesign places a warning icon next to the category in the summary.

Shortcuts Preflight Mac: Opt+Shift+Cmd+F Win: Alt+Shift+Ctrl+F

Click the Fonts category on the left to display the panel in the Preflight dialog. Click to select from the list of fonts used in the document. InDesign displays more information about the font in the Current Font section of the panel, including where the font is located on your system, the full font name, and where it is first used in the document.

Package Mac: Opt+Shift+Cmd+P Win: Alt+Shift+Ctrl+P

Tip Click the Report button to generate a text file of the preflight information.

Check the Show Problems Only option to display missing fonts exclusively. Click the Find Font button to relink or replace any missing fonts using the Find Font dialog.

342

Preflighting Links and Images Related Tasks

The Preflight dialog Summary panel displays a brief description of what is found for each preflight category, including fonts, links and images, colors and inks, print settings, and

2.3

external plug-ins.

File Menu

4.10

Links Palette

12.1

Importing a Graphic Image

12.2

Setting Import Options

12.4

Object Layer Options and Placed PSDs

12.7

Updating Missing and Modified Links

PAGE BUILDING

When a potential output problem exists regarding links and images, InDesign places a warning icon next to that category in the summary.

WORKSPACE

15.2

14.12 Importing Transparent TIFFs Packaging

18.7

Preflighting, Printing, and Exporting Books

TYPOGRAPHY

Click the Links And Images category on the left to display the panel in the Preflight dialog. In the center of the panel, click to select from the list of links placed in the document. InDesign displays more information about the link/image in the Current Link/Image section of the panel, including where it is located on your system, its full name and Actual ppi, and when it was last updated or modified.

15.5

Shortcuts Preflight Mac: Opt+Shift+Cmd+F Win: Alt+Shift+Ctrl+F

Links palette Mac: Shift+Cmd+D Win: Shift+Ctrl+D

GRAPHICS

Package Mac: Opt+Shift+Cmd+P Win: Alt+Shift+Ctrl+P

Tip In addition to filename and status, the Links And Images panel lists the page number each link is placed on in the document and whether it has an ICC profile embedded.

COLOR

Check the Show Problems Only option to display missing and modified links exclusively. To relink or update a link, select it from the list and click the Relink or Update button. Click the Repair All button to update and/or relink all missing and modified links at once.

OUTPUT

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15.3 Related Tasks 4.5

Color Palette

4.17

Swatches Palette

7.10

Filling with Solid and Transparent Colors

7.12

Filling Text

14.4

Creating and Saving MixedInk Swatches and Groups

14.5

Accessing Colors Stored in Libraries

14.6

Converting Spot Colors to Process

14.7

Importing Colors from Other Documents

Preflighting Colors and Inks

The Preflight dialog Summary panel displays a brief description of what is found for each preflight category, including fonts, links and images, colors and inks, print settings, and external plug-ins.

The Summary panel lists the number of process and spot inks used in the document and whether a color management system (CMS) is being used. Because some print jobs require them, spot inks do not trigger a warning icon. If a preflight check reveals spot colors that should be process, click the Cancel button and convert them using the Ink Manager or Swatch Options dialog (both accessible through the Swatches palette).

Shortcuts Click the Colors And Inks category on the left to display the panel in the Preflight dialog. In the center of the panel, InDesign displays a list of all colors and inks used in the document as well as their halftone screen angles and lines per inch (if applicable).

Preflight Mac: Opt+Shift+Cmd+F Win: Alt+Shift+Ctrl+F Package Mac: Opt+Shift+Cmd+P Win: Alt+Shift+Ctrl+P Swatches palette Mac and Win: F5 Separations Preview palette Mac and Win: Shift+F6 Overprint preview Mac: Opt+Shift+Cmd+Y Win: Alt+Shift+Ctrl+Y

Tip The Ink Manager converts spot colors to process during output without changing the color swatch definitions in the document.

344

Preflighting Print Settings Related Tasks

The Preflight dialog Summary panel displays a brief description of what is found for each preflight category, including fonts, links and images, colors and inks, print settings, and

2.3

external plug-ins. Clicking the Print Settings category displays a list of document information relevant to output.

File Menu

5.16

Print Presets

15.5

Packaging

16.1

Printing a Document

16.2

Creating Transparency Flattener Presets

16.3

Creating and Assigning Trap Presets

18.7

Preflighting, Printing, and Exporting Books

Preflight Mac: Opt+Shift+Cmd+F Win: Alt+Shift+Ctrl+F

PREFLIGHTING EXTERNAL PLUG-INS

TYPOGRAPHY

Shortcuts

PAGE BUILDING

In the center of the panel is a list of document information relevant to output, including bleed amounts, page size and position, and whether the document is set up in reader or printer spreads.

WORKSPACE

15.4

Package Mac: Opt+Shift+Cmd+P Win: Alt+Shift+Ctrl+P

The last panel of the Preflight dialog displays a list of external plug-ins used in the document. Your printer or service provider must have these plug-ins installed in order

Print Mac: Cmd+P Win: Ctrl+P

to output your document properly. To display the list, click the External Plug-ins category

Separations Preview palette Mac and Win: Shift+F6

GRAPHICS

on the left of the Preflight dialog.

Overprint preview Mac: Opt+Shift+Cmd+Y Win: Alt+Shift+Ctrl+Y

Tip

COLOR

InDesign allows you to save custom print presets.

OUTPUT

345

15.5 Related Tasks

Packaging

InDesign’s Package feature allows you to collect all the fonts and links needed for printing. In QuarkXPress this task is called “Collect For Output”; in Adobe PageMaker it’s

2.3

File Menu

4.10

Links Palette

9.13

Font Overview

To package a document, choose File > Package. Note that any time you choose this com-

9.14

Find/Replace Missing Fonts

mand, InDesign runs a preflight check first. If problems are detected, you can choose to

15.1

Preflighting Fonts

15.2

Preflighting Links and Images

15.3

Preflighting Colors and Inks

15.4

Preflighting Print Settings

15.6

Packaging for GoLive

18.7

Preflighting, Printing, and Exporting Books

called “Save For Service Provider.”

either view the preflight info or continue on with packaging. If everything checks out, InDesign displays the Printing Instructions dialog. When the document contains unsaved changes, InDesign always prompts you to save before packaging.

Enter your contact information and any necessary printing instructions in the dialog. This information is added to the text report included in the final package. When you’ve finished entering the information, click Continue.

Shortcuts Preflight Mac: Opt+Shift+Cmd+F Win: Alt+Shift+Ctrl+F Package Mac: Opt+Shift+Cmd+P Win: Alt+Shift+Ctrl+P

In the Create Package Folder dialog (Mac) or the Package Publication dialog (Windows), enter a folder name (InDesign adds the word “Folder” to the existing filename by default), and choose a folder location on your system.

Tip Packaging places a copy of the document as well as copies of all fonts and links into the package folder. It does not move the original files from their location on your system.

Check the Copy Fonts (Except CJK) and Copy Linked Graphics options to collect all fonts and links into the folder. Check the Update Graphic Links In Package option to tell InDesign to link to the copied images in the package folder and not to the original files. Check the Use Document Hyphenation Exceptions Only option to prevent the reflow of text when opening the document on another system containing different dictionaries and hyphenation settings. To include fonts and links from hidden document layers and to view the package report, check the options of the same name. If necessary, click the Instructions button to relaunch the Printing Instructions dialog and edit the information. Click Save (Mac) or Package (Windows) to package the document. 346

Packaging for GoLive Related Tasks

The Package For GoLive feature allows you to create web versions of InDesign print or PDF documents. A GoLive package includes a document preview as well as all of the text

2.3

and graphic files needed to create a web version of the document in GoLive. You can open

File Menu Links Palette

9.13

Font Overview

Note that the InDesign CS2 Package for GoLive feature is only compatible with Adobe

11.1

Creating and Applying Character Styles

When packaging for GoLive, all InDesign stories are converted to XML files with the .incd Shortcut

filename extension (threaded text frames are converted into a single XML file). All applied paragraph and character styles are converted to Cascading Style Sheets (CSS) in GoLive.

Show Structure Mac: Opt+Cmd+1 Win: Alt+Ctrl+1

All placed images and graphics are converted to TIFF for faster web display. You can also

PAGE BUILDING

4.10

the package in GoLive CS2 and drag objects from the preview into a GoLive web page. GoLive CS2 and not CS.

WORKSPACE

15.6

save applied graphic transformations such as scaling, shearing, and rotating. Native and custom drawn InDesign shapes can be dragged into a GoLive webpage from the InDesign TYPOGRAPHY

Layout tab in GoLive. InDesign shapes are converted to GIF but are not added to the Assets folder. To create a GoLive package of an InDesign document, choose File > Package For GoLive. In the first dialog (Package Publication For GoLive), choose a name and system location and click Package; then InDesign launches the Package For GoLive dialog. In the Pages section of the Package For GoLive dialog, choose All, Range, or Selection: The

GRAPHICS

All option packages all pages in the document; the Range option allows you to specify which pages to package by entering a range in the field provided; the Selection option packages only selected objects. Note that nonselected objects also appear on the preview page but cannot be dragged into a GoLive webpage. Check the Include Hidden Layers option to package linked

COLOR

objects on hidden layers.

OUTPUT

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15.6 Related Tasks 11.2

11.3

15.5

Packaging for GoLive

(continued)

In the Options portion of the dialog, check the View Package When Complete option to open the package in GoLive CS2 immediately after. You can also select an encoding for-

Creating and Applying Paragraph Styles

mat from the menu. Options include UTF-8 (8-bit), UTF-16 (16-bit), and Shift-JIS (for Japanese characters).

Creating and Applying Parent/Child Styles

In the Images, Movies & Sounds portion of the dialog, choose how you would like to package these file types. Check the Original Images option to copy the original graphics files

Packaging

and format the images later in GoLive. Check the Formatted Images option to copy the images as they appear in InDesign (such as cropped images). Check the Movies And

Tip

Sounds option to copy the original movie and sound files.

You can also package for GoLive by clicking the Package For GoLive button located in the PageMaker toolbar.

When you’re ready, click Package. You can then open the .idpk file in GoLive and re-create the layout for web display.

348

16

WORKSPACE

C H A P T E R

Printing are created especially for printing. The InDesign Print dialog makes it easy to set up your preferred printing options and save them as print presets. InDesign also lets you save and apply transparency flattening and trapping presets. Using presets, you can print your documents quickly and successfully without having to stop and reenter any settings in a dialog.

■

PAGE BUILDING

UNLESS YOU’RE USING INDESIGN CS2 exclusively for PDF output, your layouts and designs

16.1 Printing a Document

The Setup Panel The Marks and Bleed Panel

TYPOGRAPHY

The General Panel

The Output Panel The Graphics Panel The Color Management Panel

The Summary Panel ■

16.2 Creating Transparency Flattener Presets

■

16.3 Creating and Assigning Trap Presets

GRAPHICS

The Advanced Panel

COLOR OUTPUT

16.1 Related Tasks 2.3

File Menu

4.3

Attributes Palette

4.13

Output Palettes

4.14

PageMaker Toolbar

Printing a Document

To access the Print dialog, choose File > Print. The dialog contains eight panels: General, Setup, Marks And Bleed, Output, Graphics, Color Management, Advanced, and Summary. Display any of these panels in the dialog by clicking its name in the category list on the left. Whenever you print a document for the first time, inspect each panel of the dialog to make sure the proper settings are applied. Once the Print dialog setup is complete, you can save it as a Print Preset to use again and again, without having to reenter any settings. Click the Save Preset button, enter a name for the setup in the Save Preset dialog, and click OK to

Shortcuts

add the preset to the Print Preset menu.

Print Mac: Cmd+P Win: Ctrl+P

Beneath the category list is a visual preview of the print settings entered in each panel. Click once to display more information about the print job. Click twice to reveal the print job’s color space and to display the page versus paper path. Click a third time to return to

Scroll through Print dialog panels Mac: Cmd+Up/ Down arrow Win: Ctrl+Up/ Down arrow

the original preview. If you created a Print Preset that you’d like to use, choose it from the Print Preset menu at the top of the dialog. From the Printer menu, choose any of the printers installed on your system. InDesign automatically displays the PostScript Printer Driver associated

Preflight Mac: Opt+Shift+Cmd+F Win: Alt+Shift+Ctrl+F

with the chosen printer as grayed out in the PPD menu. If there is no PPD for the chosen printer, the menu remains grayed out and blank.

Separations Preview Mac and Win: Shift+F6

When you’re ready to print the document using the applied settings, click Print.

Overprint Preview Mac: Opt+Shift+Cmd+Y Win: Alt+Shift+Ctrl+Y

Tip Access the Print dialog by clicking the Print button in the PageMaker toolbar.

350

Printing a Document

(continued)

Related Tasks

The General panel is the first to appear when you open the Print dialog. With the dialog box

5.16

Print Presets

open, you can access it by clicking General in the category list or by pressing Command+1

6.11

Creating Master Pages

6.18

Adjusting Ruler Guides

6.19

Adjusting Margin and Column Guides

6.20

Aligning to Baseline Grid

(Mac) or Ctrl+1 (Windows).

PAGE BUILDING

The General Panel

WORKSPACE

16.1

Shortcuts Print Mac: Cmd+P Win: Ctrl+P TYPOGRAPHY

Scroll through Print dialog panels Mac: Cmd+Up/ Down arrow Win: Ctrl+Up/ Down arrow Preflight Mac: Opt+Shift+Cmd+F Win: Alt+Shift+Ctrl+F

Copies Enter the number of copies to print (up to 999).



Collate Collates the print job (this slows printing).



Reverse Order Prints the last page first.



Pages Choose to print all the pages or a range of specific pages. In the Range field, enter the page numbers in numerical order separated by either commas (to indicate individual pages) or dashes (to indicate a series of pages).



Separations Preview Mac and Win: Shift+F6 Overprint Preview Mac: Opt+Shift+Cmd+Y Win: Alt+Shift+Ctrl+Y

Tips

option prints the chosen sequence within the specified range. These options are not available when printing spreads or master pages.

Spreads Prints each spread on a single sheet of paper (or other output media).



Print Master Pages Prints all the master pages (rather than document pages) and does not allow you to specify a page range.



Print Non-printing Objects Overrides the Attributes palette’s Nonprinting checkbox and prints every object placed on the specified pages.



Print Blank Pages Prints any blank pages positioned within the specified page range.



Print Visible Guides and Baseline Grids Allows any visible margin guides, page guides, and baseline grids to print. Enabling this option does not print the document grid.

351

OUTPUT

To print from the beginning of a document to a specific page, enter the page number preceded by a dash (e.g., – 5 ) in the Range field of the General panel.

COLOR

To print from a specific page to the end of the document, enter the page number followed by a dash (e.g., 5 – ) in the Range field of the General panel.

Sequence Choose to print All Pages (even and odd), Even Pages Only, or Odd Pages Only. Each



GRAPHICS




16.1

Printing a Document

(continued)

Related Tasks

The Setup Panel

6.19

Click Setup in the category list to display the Setup panel of the Print dialog, or press

Adjusting Margin and Column Guides

6.20

Aligning to Baseline Grid

7.12

Filling Text

Command+2 (Mac) or Ctrl+2 (Windows).


Paper Size Choose a paper size (available options defined by the chosen printer’s PPD). When you choose a nonPostScript printer, the menu displays Defined By Driver.

Shortcuts Print Mac: Cmd+P Win: Ctrl+P



Scroll through Print dialog panels Mac: Cmd+Up/ Down arrow Win: Ctrl+Up/ Down arrow

Orientation Click one of the four 90˚ rotation buttons to control how the page is rotated on the paper. Refer to the page preview at the bottom left.

Preflight Mac: Opt+Shift+Cmd+F Win: Alt+Shift+Ctrl+F



Separations Preview Mac and Win: Shift+F6 Overprint Preview Mac: Opt+Shift+Cmd+Y Win: Alt+Shift+Ctrl+Y

Offset Controls the placement of the document relative to the edge of the output media (e.g., paper or film).



Gap When printing to a roll-fed printer, defines the amount of blank space placed between each document page.



Transverse When printing to a roll-fed printer and Paper Size is set to Custom, places the width of the paper along the length of the roll.



Scale Enter a scale percentage (from 1 to 1000) in the Width and Height fields. See the page preview at the bottom left.



Constrain Proportions Forces both the scale width and scale height settings to reflect the same percentage.



Scale To Fit Allows InDesign to scale the page to fit the chosen paper size, including any printer’s marks selected in the Marks And Bleed panel.



Page Position When selecting a paper size larger than the document, specifies where to position the page: Upper Left, Center Horizontally, Center Vertically, or Centered.



Thumbnails Prints an overview of a document. Specify a number of thumbnails to place per page (e.g., 1✕2, 2✕2, 3✕3). See the page preview in the bottom left.



352

Tile Prints a document that is larger than the selected paper size using tiling. Auto tiling fits as much of the document as possible on the selected paper size, starting from the upper-left corner. Specify an overlap amount for printing successive tiles in the Overlap field. Auto Justified tiling does the same without having to enter an overlap amount and without leaving any extra white space to the right or under the image. Manual tiling only prints one tile per document page and uses the ruler zero point as the origin for printing. You must manually move the zero point to print successive tiles.

Printing a Document

(continued)

Related Tasks

Click Marks and Bleed in the category list to display the Marks and Bleed panel of the

6.18

Adjusting Ruler Guides

8.16

Placing Objects on Layers

all printer’s marks.

9.13

Font Overview

Crop Marks Prints lines

9.14

Find/Replace Missing Fonts

Print dialog, or press Command+3 (Mac) or Ctrl+3 (Windows).


All Printer’s Marks Prints

that define the page area (also referred to as “trim marks”). 

Bleed Marks Prints lines that define the bleed area.



Registration Marks

Shortcuts Print Mac: Cmd+P Win: Ctrl+P

Color Bars Prints small

Preflight Mac: Opt+Shift+Cmd+F Win: Alt+Shift+Ctrl+F

square color samples outside the bleed area; used for matching colors on press.

Page Information Prints the filename and publication date on every page of the document. When printing separations, also prints the name of the color plate.



Type Lets you select additional sets of printer’s marks created by other developers. InDesign CS2

Separations Preview Mac and Win: Shift+F6 Overprint Preview Mac: Opt+Shift+Cmd+Y Win: Alt+Shift+Ctrl+Y

only ships with one default set. 

Weight Change the stroke weight of the printer’s marks by choosing 0.125 pt, 0.25 pt., or 0.50 pt.



Offset Defines how far from the page edge the printer’s marks should print.



Use Document Bleed Settings Applies the Bleed settings entered in the Document Setup

GRAPHICS



TYPOGRAPHY

Scroll through Print dialog panels Mac: Cmd+Up/ Down arrow Win: Ctrl+Up/ Down arrow

Prints small targets around the edge of each page; used for lining up color separations. 

PAGE BUILDING

The Marks And Bleed Panel

WORKSPACE

16.1

dialog. 

Bleed Defines the amount of bleed area off the top, bottom, inside, and outside edges of the page. Click the chain link icon to make all the settings the same. COLOR



Include Slug Area Prints the slug area defined in the Document Setup dialog.

OUTPUT

353

16.1

Printing a Document

(continued)

Related Tasks

The Output Panel

12.2

Setting Import Options

Click Output in the category list to display the Output panel of the Print dialog, or press

16.3

Creating and Assigning Trap Presets

Command+4 (Mac) or Ctrl+4 (Windows).


Color Prints a color composite or color separations. Most inkjet printers require Composite RGB data. PostScript printers prefer Composite CMYK data. Choosing Separations activates the Inks list.

Shortcuts Print Mac: Cmd+P Win: Ctrl+P Scroll through Print dialog panels Mac: Cmd+Up/ Down arrow Win: Ctrl+Up/ Down arrow



Text As Black Prints all colored text as black, except text filled with white, Paper color, or None.

Preflight Mac: Opt+Shift+Cmd+F Win: Alt+Shift+Ctrl+F Separations Preview Mac and Win: Shift+F6 Overprint Preview Mac: Opt+Shift+Cmd+Y Win: Alt+Shift+Ctrl+Y



Trapping Choose Off if you’ve set trapping manually using fills and strokes. Choose Application Built-In to allow InDesign to handle trapping as you send the document to the printer. Choose Adobe In-RIP to let the RIP in your printer handle trapping.



Flip Choose Horizontal, Vertical, or Horizontal and Vertical to mirror the image. Choose None to leave the Flip option off.



Negative Inverts the page.



Screening When printing separations, defines the halftone frequency and screen angle for the inks shown in the Inks list. These numbers are defined by the chosen printer’s PPD.



Inks Displays the four process inks and any defined spot inks as well as their halftone frequency and screen angle. Override the optimized screen settings for any ink by selecting it and entering a new value in the Frequency and Angle fields. Click the printer icon to the left of an ink name to tell InDesign not to print that separation.

354



Simulate Overprint Enable this option when printing to a composite output device that does not support overprinting (such as laser printers or inkjets). The Simulate Overprint feature is helpful when proofing your documents.



Ink Manager Opens the Ink Manager dialog.

Printing a Document

(continued)

Related Tasks

Click Graphics in the category list to display the Graphics panel of the Print dialog, or

12.7

Updating Missing and Modified Links

12.8

Embedding and Unembedding Images

14.1

Using Color Settings

14.3

Using Proof Setup for Soft Proofing

press Command+5 (Mac) or Ctrl+5 (Windows).

PAGE BUILDING

The Graphics Panel

WORKSPACE

16.1

Shortcuts

Scroll through Print dialog panels Mac: Cmd+Up/ Down arrow Win: Ctrl+Up/ Down arrow

TYPOGRAPHY

Print Mac: Cmd+P Win: Ctrl+P

Preflight Mac: Opt+Shift+Cmd+F Win: Alt+Shift+Ctrl+F




Send Data Choose how you want to send the image data included in your document to the



Overprint Preview Mac: Opt+Shift+Cmd+Y Win: Alt+Shift+Ctrl+Y

GRAPHICS

Separations Preview Mac and Win: Shift+F6

printer. Choosing All sends all of the image data to the printer and can slow down the printing process. Choosing Optimized Subsampling sends only as much information as is necessary to produce a quality print, and can speed up the printing process. Choosing Proxy sends only the low-resolution preview images displayed on screen using Typical Display Performance. Choosing None sends no image data.

Download Choose how you want to send the font data included in your document (that is not



PostScript InDesign generally reads the printer’s PostScript Level from the PPD, so you do not have to choose one. Select Level 2 or Level 3 when creating a device-independent PostScript file.



Data Format Choose a format for sending bitmap image data. Options include Binary or ASCII.

COLOR

available in the printer PPD) to the printer. Choosing None sends no data and replaces the font with the printer’s default font (e.g., Courier). Choosing Subset sends only the characters required to print the document, which can accelerate printing. Choosing Complete automatically enables the Download PPD Fonts option and sends all fonts used in the document to the printer’s memory. Disabling the Download PPD Fonts option sends all fonts used in the document that are not listed in the PPD. Fonts are downloaded once for each page, which adds to the time it takes to print.

OUTPUT

355

16.1

Printing a Document

(continued)

Related Tasks

The Color Management Panel

14.2

Click Color Management in the category list to display the Color Management panel of the

Color Managing Imported Graphics

14.4

Creating and Saving MixedInk Swatches and Groups

14.6

Converting Spot Colors to Process

14.9

Applying Blend Modes

Print dialog, or press Command+6 (Mac) or Ctrl+6 (Windows).

Shortcuts Print Mac: Cmd+P Win: Ctrl+P Scroll through Print dialog panels Mac: Cmd+Up/ Down arrow Win: Ctrl+Up/ Down arrow Preflight Mac: Opt+Shift+Cmd+F Win: Alt+Shift+Ctrl+F




Print Prints a color-managed document or a color-managed proof.

Separations Preview Mac and Win: Shift+F6



Color Handling Choose whether to handle color management in the application or in the output

Overprint Preview Mac: Opt+Shift+Cmd+Y Win: Alt+Shift+Ctrl+Y



Printer Profile Choose a valid profile for your printer and output media.



Output Color Displays the name of the option selected in the Output panel of the Print dialog.



Preserve RGB/CMYK Numbers Sends color numbers for objects (such as placed graphics) directly to the printer. Deselect to allow InDesign to convert the color numbers to the color space of the printer. Preserving numbers is recommended for proofing CMYK documents; do not preserve numbers when printing RGB documents.



Simulate Paper Color Simulates how colors will print on the output media of a selected device.



Description Displays a description for each available option in the Color Management panel.

device. Options include Let InDesign Determine Colors or PostScript Printer Determines Colors.

Position the pointer over a heading to view the description.

356

Printing a Document

(continued)

Related Tasks

Click Advanced in the category list to display the Advanced panel of the Print dialog, or

15.1

Preflighting Fonts

15.2

Preflighting Links and Images

15.3

Preflighting Colors and Inks

16.2

Creating Transparency Flattener Presets

press Command+7 (Mac) or Ctrl+7 (Windows).

PAGE BUILDING

The Advanced Panel

WORKSPACE

16.1

Shortcuts Print Mac: Cmd+P Win: Ctrl+P TYPOGRAPHY

Scroll through Print dialog panels Mac: Cmd+Up/ Down arrow Win: Ctrl+Up/ Down arrow Preflight Mac: Opt+Shift+Cmd+F Win: Alt+Shift+Ctrl+F

OPI Image Replacement Allows InDesign to act as an OPI server when printing.



Omit for OPI Choose which images to replace with low-res proxy OPI links by checking EPS,

Separations Preview Mac and Win: Shift+F6 Overprint Preview Mac: Opt+Shift+Cmd+Y Win: Alt+Shift+Ctrl+Y

PDF, and/or Bitmap Images. InDesign must have access to the drive containing high-res versions of the images in order to link to them. 

Preset Choose a default Flattener setting for the print job.



Ignore Spread Overrides Tells InDesign to disregard any Transparency Flattener settings

GRAPHICS




Tips

applied using the Pages palette override option. The Transparency Flattener does not work with transparent DCS files and OPI workflows. COLOR OUTPUT

357

16.1

Printing a Document

(continued)

Related Tasks

The Summary Panel

15.4

Preflighting Print Settings

Click Summary in the category list to display the Summary panel of the Print dialog, or

18.7

Preflighting, Printing, and Exporting Books

press Command+8 (Mac) or Ctrl+8 (Windows).

Shortcuts Print Mac: Cmd+P Win: Ctrl+P Scroll through Print dialog panels Mac: Cmd+Up/ Down arrow Win: Ctrl+Up/ Down arrow Preflight Mac: Opt+Shift+Cmd+F Win: Alt+Shift+Ctrl+F Separations Preview Mac and Win: Shift+F6 Overprint Preview Mac: Opt+Shift+Cmd+Y Win: Alt+Shift+Ctrl+Y

Tips To print from the beginning of a document to a specific page, enter the page number preceded by a dash (e.g., – 5 ) in the Range field of the General panel.




Summary Displays a summary of every setting applied in all panels of the Print dialog.



Save Summary Saves the Summary list as a text file.

CREATING A POSTSCRIPT FILE You can save a PostScript file to disk using the Print dialog. To do so, choose PostScript File from the Printer pop-up menu. You must also choose a printer description, or Device Independent from the PPD menu. You can then enter preferred output settings in the

The Transparency Flattener does not work with transparent DCS files and OPI workflows.

various panels of the Print dialog and click Save.

358

Creating Transparency Flattener Presets Related Tasks

Any time you adjust an object’s opacity level, apply a blend mode, import a transparent graphic, or apply a drop shadow or feather

2.4

Edit Menu

4.13

Output Palettes

5.16

Print Presets

lets you know which pages in the document

15.2

Preflighting Links and Images

15.3

Preflighting Colors and Inks

15.4

Preflighting Print Settings

contain transparency by displaying a checkerboard pattern in each page’s icon in the Pages palette. To print transparent objects, they must be

PAGE BUILDING

effect, you are applying transparency. InDesign

WORKSPACE

16.2

flattened so that PostScript language can understand them. At output time, InDesign applies the transparency flattener presets of the noneditable default settings (Low, Medium, or High Resolution), or create and

Shortcuts Print Mac: Cmd+P Win: Ctrl+P Scroll through Print dialog panels Mac: Cmd+Up/ Down arrow Win: Ctrl+Up/ Down arrow

apply a custom preset.


Name Enter a name for the flattener preset.



Raster/Vector Balance Push

Preflight Mac: Opt+Shift+Cmd+F Win: Alt+Shift+Ctrl+F Separations Preview Mac and Win: Shift+F6 Overprint Preview Mac: Opt+Shift+Cmd+Y Win: Alt+Shift+Ctrl+Y

Line Art And Text Resolution Enter a ppi value for rasterizing vector objects. The value you enter should be applicable to the chosen output media and device (e.g., 800 ppi for newsprint, 1600 ppi for glossy stock). Gradient And Mesh Resolution Enter a ppi value for rasterizing transparent objects such as drop shadows, feathers, and gradients. Generally, desktop printers require no more than 100 ppi, and high-res output devices require no more than 200 ppi.



Convert All Text To Outlines For some output devices (but generally not high-res printers)

Tip You can base a custom flattener preset on one of the default presets. Select the default preset from the Transparency Flattener Presets dialog and click the New button. The default settings appear in the Transparency Flattener Preset Options dialog that launches.

transparent text appears bolder than the rest of the text in the document when printed. When this happens, check this option to make all text items (transparent and opaque) output the same. With this option enabled, the flattener converts all text to outlines at print time. 

Convert All Strokes To Outlines Thin lines can also print bolder than the rest of the lines in the document when transparency is applied. Check this option to make all lines (transparent and opaque) output the same. With this option enabled, the flattener converts all strokes to outlines at print time.

Clip Complex Regions Prevents any unwanted lines from printing when rasterizing vectors. Enabling this option produces a higher-quality print, but increases the amount of time it takes to output.

OUTPUT



COLOR



GRAPHICS

the slider all the way to the left to rasterize all images and print faster. Push the slider to the right to maintain vectors but print slower.



TYPOGRAPHY

that you choose. You can print using one

To create a custom Flattener preset, choose Edit > Transparency Flattener Presets from the main menu. Then click New in the Transparency Flattener Presets dialog. InDesign opens the Transparency Flattener Preset Options dialog.

359

16.3 Related Tasks 4.13

Output Palettes

5.16

Print Presets

15.4

Preflighting Print Settings

Creating and Assigning Trap Presets

The default trap settings in InDesign are great for most print jobs; however, certain print jobs may require that you assign a custom trap preset to a specific page range, or to the entire document. You can create a trapping preset using the Trap Presets palette. To open the palette, choose Window > Output > Trap Presets. To access the New Trap Preset dialog, choose New Preset from the palette menu.

Shortcuts Print Mac: Cmd+P Win: Ctrl+P Scroll through Print dialog panels Mac: Cmd+Up/ Down arrow Win: Ctrl+Up/ Down arrow




Name Enter a name for the trap preset.



Trap Width Sets the trap width for all inks (except solid black). Enter a value in the Black field to set the trap width for solid black.

Preflight Mac: Opt+Shift+Cmd+F Win: Alt+Shift+Ctrl+F Separations Preview Mac and Win: Shift+F6



Trap Appearance Choose Miter, Round, or Bevel from the Join Style menu to define how corner points in trap segments appear. Choose Miter or Overlap from the End Style menu to define how trap line end points appear.



Trap Placement Center applies a trap that expands uniformly on either side of the image

Overprint Preview Mac: Opt+Shift+Cmd+Y Win: Alt+Shift+Ctrl+Y

boundary. Choke applies a trap that extends into the image area. Neutral Density applies a trap based on the ink neutral density of the neighboring colors. Spread bleeds the colors from the image into the adjacent InDesign object.

Tip You cannot adjust the trap preset for individual objects on a page.



Trap Objects To Images Automatically applies trapping to InDesign objects that are adjacent to imported images. The chosen Trap Placement option is applied.



Trap Images To Images Automatically applies trapping to imported images that are adjacent



Trap Images Internally Automatically applies in-RIP trapping to color areas inside imported

to each other. bitmap images (such as screen shots). 

Trap 1-bit Images Automatically applies trapping to black-and-white images that are adjacent to InDesign objects.



Step Sets the percentage of difference required between each color element in order to activate automatic trapping.



Black Color Sets the percentage of black that must be present in a color before applying Black



Black Density Sets the level of black ink neutral density required in order to activate automatic

Trap Width. trapping.

Sliding Trap Defines at what percentage a trap changes from a spread to a centerline trap, or a centerline trap to a choke.

360

Trap Color Reduction Defines the colors InDesign creates as it builds traps.

17

WORKSPACE

C H A P T E R

Exporting expected to also create a PDF version. Not only do PDFs provide an easy and practical way to send proofs to your clients, but you can also post a PDF of a finalized layout for online download and reach a much larger audience.

PAGE BUILDING

NOWADAYS, CREATING A LAYOUT solely for print isn’t enough. As a graphic designer, you’re

InDesign also allows you to create interactive PDFs that include hyperlinks, bookmarks, buttons, and even movie and sound files. In this chapter, we’ll show you how to export PDFs of all types, as well as how to export as EPS, JPEG, and XML.

17.1 Exporting as Adobe PDF The Export Adobe PDF General Panel The Export Adobe PDF Compression Panel

TYPOGRAPHY

■

The Export Adobe PDF Marks And Bleeds Panel The Export Adobe PDF Output Panel The Export Adobe PDF Advanced Panel

The Export Adobe PDF Summary Panel 17.2 Embedding PDF Hyperlinks

■

17.3 Embedding Movies and Sound in PDFs

■

17.4 Exporting as EPS

■

17.5 Exporting as JPEG

■

17.6 Exporting as XML

COLOR

■

GRAPHICS

The Export Adobe PDF Security Panel

OUTPUT

17.1 Related Tasks 2.3

File Menu

3.18

Button Tool

4.3

Attributes Palette

4.8

Interactive Palettes

Exporting as Adobe PDF

To access the Export dialog, choose File > Export. Enter a name for the PDF and specify where you’d like to save it on your system. At the bottom of the dialog, choose Adobe PDF from the Format menu (Mac) or the Save As Type menu (Windows) and click Save. InDesign launches the Export Adobe PDF dialog, which contains seven panels: General, Compression, Marks And Bleeds, Output, Advanced, Security, and Summary. You can display any of these panels in the dialog by clicking its name in the category list on the left. Whenever you export a document as Adobe PDF for the first time, inspect each panel of

Shortcuts

the dialog to make sure the proper settings are applied. Once the dialog setup is complete,

Export Mac: Cmd+E Win: Ctrl+E

you can save it as an Adobe PDF Preset to use again and again, without having to reenter any settings. Click the Save Preset button, enter a name for the setup in the Save Preset dialog, and click OK to add the preset to the Adobe PDF Preset menu.

Show Structure Mac: Opt+Cmd+1 Win: Alt+Ctrl+1

If you’d like to use a default or custom Adobe PDF Preset, choose it from the Adobe PDF

Tips

presets or select a PDF/X option from the Standard menu. You can also choose to make

Preset menu located at the top of the dialog. To export as PDF/X, choose one of the PDF/X the PDF compatible with older versions of Acrobat by selecting an option (versions 4 You can access the Export dialog by clicking the Export Adobe PDF button in the PageMaker toolbar.

through 7) from the Compatibility menu. When you’re ready to export the document using the applied settings, click Export.

The Export Adobe PDF General Panel To export from the beginning of a document to a specific page, enter the page number preceded by a dash (e.g., – 5 ) in the Pages Range field of the General panel.

The General panel is the first to appear when the Export Adobe PDF dialog opens. You can access it by clicking General in the category list.


Description Summary for each preset that is selected from the Adobe PDF Preset menu.



362

Pages Export all the pages or a range of specific pages. In the Range field, enter the page numbers in numerical order separated by either commas (to indicate individual pages) or dashes (to indicate a series of pages).

Exporting as Adobe PDF

(continued)





Spreads Exports

Related Tasks

each spread on a single PDF page.

4.9

Embed Page Thumbnails

Layers Palette

4.13

Output Palettes

4.14

PageMaker Toolbar

4.17

Swatches Palette

Shortcuts Export Mac: Cmd+E Win: Ctrl+E

PAGE BUILDING

Creates a preview image for each page or spread you export. Embedding thumbnails increases the PDF file size.

WORKSPACE

17.1

Show Structure Mac: Opt+Cmd+1 Win: Alt+Ctrl+1



Optimize For Fast Web View Check when creating PDFs for online viewing; it reduces the file size of the PDF without changing the appearance of the pages. It also creates PDFs that can be downloaded one page at a time from a web server, rather than all at once.



Create Tagged PDF Automatically adds an XML structure to a generated PDF by tagging ele-

To export from a specific page to the end of the document, enter the page number followed by a dash (e.g., 5 – ) in the Pages Range field of the General panel.



View PDF After Exporting Opens the PDF in Acrobat or Reader immediately after exporting.



Create Acrobat Layers Converts all InDesign document layers (including hidden layers) into Acrobat layers. Any added printer’s marks are placed on a separate layer as well. Only available when exporting PDFs compatible with Acrobat 6 (PDF 1.5) or 7 (PDF 1.6).



Bookmarks Adds any bookmarks created using the Bookmarks palette or the table of contents feature to the PDF.



Hyperlinks Adds any hyperlinks created using the Hyperlinks palette to the PDF; also adds

GRAPHICS

ments to each story in the document. To reduce file size, tags can be compressed when exporting PDFs compatible with Acrobat 6 (PDF 1.5) or 7 (PDF 1.6).

Visible Guides And Grids Exports any visible margin guides, page guides, and baseline grids, but does not export the document grid.



Non-Printing Objects Overrides the Attributes palette Nonprinting checkbox and exports every object placed on the specified pages.

Interactive Elements Includes any buttons, movies, or sounds contained in the document in

COLOR

PDF hyperlinks to any table of contents or index created in InDesign. 

TYPOGRAPHY

Tip

the exported PDF. 

Multimedia When including interactive elements, choose to embed them all in the PDF, link OUTPUT

them all to disk, or use object-level settings. Link All and Embed All options override existing object-level settings.

363

17.1

Exporting as Adobe PDF

(continued)

Related Tasks

The Export Adobe PDF Compression Panel

4.18

Tags Palette

Click Compression in the category list to display the Compression panel of the Export

5.17

Adobe PDF Presets

Adobe PDF dialog.


Shortcuts

Downsampling lists Choose a down-

sampling option for color, grayscale, and monochrome images: Do Not Downsample maintains original resolution. Average Downsampling decreases image resolution by converting an area of pixels (specified by the ppi value entered in the neighboring Downsampling To and For Images Above fields) into one large pixel based on the average value of all pixels in the area. Subsampling converts the specified pixel area into one large pixel based on a single pixel located in the center, resulting in faster conversion times but poorer image results. Bicubic Downsampling uses a more precise weighted average; this provides the smoothest tonal gradations but takes longest to convert.

Export Mac: Cmd+E Win: Ctrl+E Show Structure Mac: Opt+Cmd+1 Win: Alt+Ctrl+1



Compression lists Choose a compression option for color, grayscale, and monochrome images: None leaves images uncompressed. The Automatic (JPEG) and Automatic (JPEG 2000) options let InDesign determine the best quality but are only available when exporting PDFs compatible with Acrobat 6 (PDF 1.5) or 7 (PDF 1.6). The JPEG option applies a lossy compression (loss of image data), which reduces image quality while decreasing file size and conversion time. ZIP compression is lossless and works best with images containing lots of solid color areas and sharp edges (such as screen captures). The JPEG 2000 option compresses images to an even smaller size and produces a higher-quality image, but is only available when exporting PDFs compatible with Acrobat 6 (PDF 1.5) or 7 (PDF 1.6). CCITT Group 4 compression works best with most monochrome images. CCITT Group 3 applies compression to monochrome images one row at a time. Run Length compression works best with images that contain large areas of solid black or white.



Image Quality lists The amount of JPEG or JPEG 2000 compression that is applied: Minimum, Low, Medium, High, and Maximum.



Compress Text And Line Art Applies compression to all text and paths in the document.



Crop Image Data To Frames Exports only the data for the visible areas of cropped images in the document; can greatly reduce the file size of the exported PDF.

364

Exporting as Adobe PDF

(continued)

The Export Adobe PDF Marks And Bleeds Panel

Related Tasks

Click Marks And Bleeds in the category list to display the Marks And Bleeds panel of the

9.13

Font Overview

Export Adobe PDF dialog.

9.14

Find/Replace Missing Fonts

Export Mac: Cmd+E Win: Ctrl+E Show Structure Mac: Opt+Cmd+1 Win: Alt+Ctrl+1

PAGE BUILDING

Shortcuts

WORKSPACE

17.1

TYPOGRAPHY

All Printer’s Marks Includes all printer’s marks.



Crop Marks Includes lines that define the page area (also referred to as “trim marks”).



Bleed Marks Includes lines that define the bleed area.



Registration Marks Includes small targets around the edge of each page; used for lining up

GRAPHICS




color separations. 

Color Bars Includes small square color samples outside the bleed area; used for matching colors on press.

Page Information Includes the filename and publication date on every page of the document.



Type Intended for selecting additional sets of printer’s marks created by other developers; how-



Weight Change the stroke weight of the printer’s marks by choosing 0.125 pt, 0.25 pt, or 0.50 pt

COLOR



ever, InDesign CS2 only ships with one Default set. from the menu.

Offset Defines how far from the page edge the printer’s marks should appear.



Use Document Bleed Settings Applies the Bleed settings entered in the Document Setup dialog.



Bleed Defines the amount of bleed area off the top, bottom, left, and right edges of the page. Click the chain link icon to make all the settings the same. OUTPUT



Include Slug Area Includes the slug area defined in the Document Setup dialog.

365

17.1

Exporting as Adobe PDF

(continued)

Related Tasks

The Export Adobe PDF Output Panel

14.1

Using Color Settings

Click Output in the category list to display the Output panel of the Export Adobe PDF dialog.

14.2

Color-Managing Imported Graphics

14.4

Creating and Saving MixedInk Swatches and Groups

14.8

Changing an Object’s Opacity Level




Color Conversion

Choose how to convert process colors in the PDF: No Color Conversion leaves the color data as is. Convert To Destination converts the document colors to the profile selected in the Destination menu below. Convert To Destination (Preserve Numbers) only converts document colors with color spaces or embedded profiles that differ from the Destination profile. Colors without embedded profiles and native objects (such as type) are not converted. The Convert To Destination (Preserve Numbers) option is only available when color management is enabled.

Shortcuts Export Mac: Cmd+E Win: Ctrl+E Show Structure Mac: Opt+Cmd+1 Win: Alt+Ctrl+1



Destination Choose a profile for the target output device (such as a monitor or inkjet printer). InDesign converts the document’s source profile (defined in the Working Spaces section of the Color Settings dialog) to that profile.



Profile Inclusion Policy Choose whether or not to embed any color profiles in the PDF. Options vary depending on which Color Conversion setting is chosen, whether color management is enabled, and if one of the PDF/X standards is selected.



Simulate Overprint Creates a simulated overprint PDF soft proof of the document, viewable in Acrobat 4. This option is only available when choosing Convert Colors To Destination or Convert Colors To Destination (Preserve Numbers) from the Color Conversion menu, and Acrobat 4 from the Compatibility menu.



Ink Manager Opens the Ink Manager dialog, where you can manage spot color conversion.



Output Intent Profile Name This menu and the field below are only available when exporting a PDF/X file. When color management is disabled, the menu is limited to profiles that match the destination profile’s color space. When color management is on, the output intent profile matches the destination profile.



Output Condition Name Enter a description of the output condition. Any text entered is stored in the PDF/X output file.



Description Displays a description for each available option in the Output panel. Position the pointer over a heading to view the description.

366

Exporting as Adobe PDF

(continued)

The Export Adobe PDF Advanced Panel

Related Tasks

Click Advanced in the category list to display the Advanced panel of the Export Adobe

14.9

PDF dialog.

WORKSPACE

17.1

Applying Blend Modes

14.10 Adding Drop Shadows

4.20

Transparency Palette

16.2

Creating Transparency Flattener Presets

PAGE BUILDING

14.11 Feathering

Shortcuts Export Mac: Cmd+E Win: Ctrl+E

Drop Shadow Mac: Opt+Cmd+M Win: Alt+Ctrl+M

TYPOGRAPHY

Show Structure Mac: Opt+Cmd+1 Win: Alt+Ctrl+1

Transparency Palette Mac and Win: Shift+F10



Subset Fonts When Percent Of Characters Used Is Less Than Sets the threshold (in percentage of characters used in the document) for embedding complete fonts in the PDF. When the specified percentage is exceeded, InDesign embeds the complete font, which adds to the file size.

Tip The Transparency Flattener does not work with transparent DCS files and OPI workflows.

Omit For OPI Choose which types of images, if any, to replace with low-res proxy OPI links by checking EPS, PDF, and/or Bitmap Images. InDesign must have access to the drive containing high-res versions of the images in order to link to them.



Transparency Flattener Preset Choose a Flattener setting for the PDF.



Ignore Spread Overrides Tells InDesign to disregard any Transparency Flattener settings



Create JDF File Using Acrobat Launches Acrobat 7.0 Professional (must be previously

GRAPHICS




applied using the Pages palette override option. COLOR

installed on your system) and creates a Job Definition Format file.

OUTPUT

367

17.1

Exporting as Adobe PDF

(continued)

Related Tasks

The Export Adobe PDF Security Panel

14.12 Importing Transparent TIFFs

Click Security in the category list to display the Security panel of the Export Adobe PDF

17.2

dialog.

Embedding PDF Hyperlinks

Shortcuts Export Mac: Cmd+E Win: Ctrl+E Show Structure Mac: Opt+Cmd+1 Win: Alt+Ctrl+1

Tips You can access the Export dialog by clicking the Export Adobe PDF button in the PageMaker toolbar. To export from a specific page to the end of the document, enter the page number followed by a dash (e.g., 5 – ) in the Pages Range field of the General panel.




Require A Password To Open The Document Enables document password protection, requiring that users enter a password to open the PDF.



Document Open Password Enter the password required to open the PDF.



Use A Password To Restrict Printing, Editing And Other Tasks Enables permissions password protection, requiring that users enter a password to print, make changes to, or copy content from the PDF (depending on which options you select from the menus below).



Permissions Password Enter the permissions password required to print, make changes to, or copy content from the PDF (depending on which options you select from the menus below).



Printing Allowed Choose the print resolution allowed once the password is entered. Options include None (to prohibit printing), Low Resolution, and High Resolution. If Acrobat 4 is selected in the Compatibility field, Low Resolution is not an option.



Changes Allowed Choose the editing actions allowed once the password is entered: None (to prohibit editing); Inserting, Deleting, And Rotating Pages; Filling In Form Fields And Signing; Commenting, Filling In Form Fields, And Signing; and Any Except Extracting Pages. If Acrobat 4 is selected in the Compatibility field, Low Resolution is not an option.



Enable Copying Of Text, Images And Other Content Allows users to copy and extract PDF content.



Enable Text Access Of Screen Reader Devices For The Visually Impaired Allows users to access PDF content using tools for the visually impaired.

368

Enable Plaintext Metadata Allows search engines to access metadata stored in the PDF.

Exporting as Adobe PDF

(continued)

Related Tasks

Click Summary in the category list to display the Summary panel of the Export Adobe

17.3

Embedding Movies and Sound in PDFs

18.4

Building a Table of Contents

18.7

Preflighting, Printing, and Exporting Books

PDF dialog.

Shortcuts

PAGE BUILDING

The Export Adobe PDF Summary Panel

WORKSPACE

17.1

Drop Shadow Mac: Opt+Cmd+M Win: Alt+Ctrl+M

Tips

Description Displays a description for each preset selected from the Adobe PDF Preset menu.



Options Displays a summary of settings applied in all panels of the Export Adobe PDF dialog.



Warnings Displays explanatory text when the settings of a PDF preset cannot be honored.

The Transparency Flattener does not work with transparent DCS files and OPI workflows.

GRAPHICS




To export from the beginning of a document to a specific page, enter the page number preceded by a dash (e.g., – 5 ) in the Pages Range field of the General panel.

TYPOGRAPHY

Transparency Palette Mac and Win: Shift+F10

COLOR OUTPUT

369

17.2 Related Tasks 2.3

File Menu

3.18

Button Tool

4.8

Interactive Palettes

4.13

Output Palettes

Embedding PDF Hyperlinks

Using the Hyperlinks palette, you can add interactive web, e-mail, page, and text anchor links to your exported PDFs. The palette displays a list of hyperlink sources that you’ve created (not destinations). When adding hyperlinks to a document, create destinations first, before applying them to a hyperlink source. To do so, choose New Hyperlink Destination from the Hyperlinks palette menu.

In the New Hyperlink Destination dialog that opens, choose a destination type from the Type menu. Enter a name for it (and URL address if creating a URL hyperlink) and click OK.

In the document, select an object or text item as the source and click the Create New Hyperlink button at the bottom of the palette. When the dialog appears, enter a source name and choose the destination document and type. You can choose one of your preset destinations from the Name menu. If you did not save your destination ahead of time when creating a hyperlink to a page or a URL (but not a text anchor), choose Unnamed from the Name menu and enter the page number or URL address in the field. At the bottom of the dialog, enter your preferred appearance settings for the hyperlink.

370

Embedding PDF Hyperlinks

(continued)

Related Tasks Adobe PDF Presets

17.1

Exporting as Adobe PDF

17.3

Embedding Movies and Sound in PDFs

Shortcut Export Mac: Cmd+E Win: Ctrl+E

To create a basic URL link, highlight the typed URL in the document with the Type tool and choose New Hyperlink From URL from the Hyperlinks palette menu. InDesign automatically adds the URL destination to the link and uses the URL as the source name that appears in the palette. When exporting the document, be sure and check the Include Hyperlinks option in the Export Adobe PDF dialog.

PAGE BUILDING

5.17

WORKSPACE

17.2

Tip TYPOGRAPHY

To locate a hyperlink in a document (especially if its appearance is set to Invisible Rectangle), select it from the Hyperlinks palette and click the Go To Hyperlink Source button, or choose Go To Source from the palette menu.

GRAPHICS COLOR OUTPUT

371

17.3 Related Tasks 2.3

File Menu

3.18

Button Tool

4.8

Interactive Palettes

4.13

Output Palettes

Embedding Movies and Sound in PDFs

InDesign CS2 allows you to embed movie and sound clips in exported PDFs. Sounds crazy, but it’s true. InDesign supports WAV, AIF, and AU sound files, and QuickTime, AVI, MPEG, and SWF movie files. You must have QuickTime version 6 (or later) to embed movie and sound files in your PDFs. You can import a movie or sound file using the Place command. When you place a movie file in the document, resize the frame to match the media. To ensure this, select the frame

Shortcuts

and choose Object > Fitting > Fit Frame To Content or Fit Content Proportionately. Export Mac: Cmd+E Win: Ctrl+E

You can also import a movie or sound file through the Movie/Sound Options dialog, accessible through the Object > Interactive submenu. In the Movie Options dialog, click Choose

Place Mac: Cmd+D Win: Ctrl+D

A File and then click Choose (Mac) or Browse (Windows). In the Sound Options dialog, click Choose (Mac) or Browse (Windows). InDesign launches the Choose Sound/Movie dialog, where you can browse to the file on your system. Select the movie or sound file and click Open. Again, when placing a movie file, adjust the frame size to match the imported media. Double-click the placed movie or sound file with either Selection tool to access the Movie/ Sound Options dialog. Enter the preferred settings and click Export.

These options are explained in the list on the following page.

372

Embedding Movies and Sound in PDFs (continued)

Related Tasks Adobe PDF Presets

17.1

Exporting as Adobe PDF

17.2

Embedding PDF Hyperlinks

Shortcuts Export Mac: Cmd+E Win: Ctrl+E

PAGE BUILDING

5.17

WORKSPACE

17.3

Place Mac: Cmd+D Win: Ctrl+D

Name The name of the media file—especially important when creating a button event for controlling sound.



Description A media file description to be displayed as a tooltip when the user hovers the

Tip InDesign does not allow you to embed MP3 files in an exported PDF.

mouse over the object in the PDF. The media must have a poster image displayed in order for the tooltip description to appear. 

TYPOGRAPHY




Choose A File/Choose button (Mac); Browse button (Windows) Browse to a media file on your system.



Embed Movie/Sound In PDF Embeds the media file in an exported PDF of the document.

Specify A URL Enter a URL where InDesign can stream a movie from. Click the Verify URL And Movie Size button to download the movie dimensions and match the frame to them.



Poster Choose a still image to display before the media file is played. Choosing None displays no image. Standard displays a default filmstrip or speaker image. Default Poster displays the first frame of the movie. Choose Image As Poster allows you to select an image to display. Choose Movie Frame As Poster allows you to select a frame from the movie. Sound Poster options are limited to None, Standard, and Choose Image As Poster.



Mode Controls what happens when the movie stops playing: Play Once Then Stop (the default),

COLOR



GRAPHICS

The Interactive Elements Multimedia setting located in the general panel of the Export As Adobe PDF dialog overrides this object-level setting.

Play Once Stay Open (if playing in a free-floating window), or Repeat Play. 

Play On Page Turn Plays the media file as soon as the page is displayed.



Show Controller During Play Displays the standard QuickTime movie controller buttons while the movie is playing. Disable this option if you’ve created your own buttons.



Floating Window Plays the movie in a floating window rather than in the PDF. Specify the size and position of the window from the menus below.



Do Not Print Poster Prohibits printing of the Sound poster image. OUTPUT

373

17.4 Related Tasks 2.3

File Menu

4.13

Output Palettes

14.4

Creating and Saving MixedInk Swatches and Groups

14.6

Converting Spot Colors to Process

16.1

Printing a Document

16.2

Creating Transparency Flattener Presets

Exporting as EPS

To access the Export dialog, choose File > Export. At the bottom of the dialog, choose EPS from the Format menu (Mac) or the Save As Type menu (Windows). Enter a name for the EPS and choose where you’d like to save it on your system, then click Save. InDesign launches the Export EPS dialog, which includes a General panel and an Advanced panel. Enter the preferred settings in each panel and click Export.

Shortcut Export Mac: Cmd+E Win: Ctrl+E




Pages All Pages exports all the pages in the document; Ranges exports specific pages. In the Ranges field, enter the page numbers in numerical order separated by either commas (to indicate individual pages) or dashes (to indicate a series of pages).



Spreads Exports each spread in the document on a single page.



PostScript Choose the PostScript Level of the printer you expect to print the EPS with.



Color Choose a color space for converting images exported to EPS: Leave Unchanged, CMYK, Gray, RGB, or PostScript Color Management.



Preview Choose a file format for creating a low-res preview image of the EPS, to be used for



Embed Fonts Choose how you would like to export the font data included in your document.

onscreen display. Options: None, TIFF, and PICT (Mac only). Complete exports all fonts used in the document (larger file size). Subset sends only the characters required to print the document (smaller file size). 

Data Format Choose a data format for exporting. Choose ASCII if you plan to edit the EPS using a text editor; choose Binary to create a smaller, compressed file.



Bleed Defines the amount of bleed area to include in the EPS. Enter values for bleed areas off the top, bottom, inside, and outside edges of the page.

374

Exporting as EPS

(continued)

Related Tasks Creating and Assigning Trap Presets

17.1

Exporting as Adobe PDF

17.5

Exporting as JPEG

Shortcut Export Mac: Cmd+E Win: Ctrl+E

PAGE BUILDING

16.3

WORKSPACE

17.4

Tip

Send Data Choose whether to export using full resolution (All) or low-resolution (Proxy). Choose All if you intend to print the exported EPS, and Proxy if you intend to use the EPS exclusively for onscreen viewing.



OPI Image Replacement Allows InDesign to act as an OPI server when exporting.



Omit For OPI Choose which images to replace with low-res proxy OPI links by checking EPS,



Transparency Flattener Preset Choose a Flattener setting for the EPS.



Ignore Spread Overrides Tells InDesign to disregard any Transparency Flattener settings



Ink Manager Opens the Ink Manager dialog.

GRAPHICS

PDF, and/or Bitmap Images. InDesign must have access to the drive containing high-res versions of the images to link to them.

TYPOGRAPHY




InDesign creates multiple EPS files when exporting multiple pages at a time (one for each page).

applied using the Pages palette override option.

COLOR OUTPUT

375

17.5 Related Tasks 2.3

File Menu

17.1

Exporting as Adobe PDF

17.4

Exporting as EPS

Exporting as JPEG

To access the Export dialog, choose File > Export. At the bottom of the dialog, choose JPEG from the Format menu (Mac) or the Save As Type menu (Windows). Enter a name for the JPEG and choose where you’d like to save it on your system, then click Save. InDesign launches the Export JPEG dialog. Enter the preferred settings and click Export.


Export Selection exports only the selected objects on the page. All exports all the pages in the document, and Range exports specific pages. In the Range field, enter the page numbers in numerical order separated by either commas (to indicate individual pages) or dashes (to indicate a series of pages).



Spreads Exports each spread in the docu-

Shortcuts Export Mac: Cmd+E Win: Ctrl+E

Tip

ment on a single page.

InDesign creates multiple JPEG files when exporting multiple pages at a time (one for each page).



Image Quality Exports in Maximum, High, Medium, or Low image quality.



Format Method Progressive displays the image in stages from low to high resolution; Baseline does not.

EXPORTING AS SVG You can export InDesign pages or selected objects to SVG format (Scalable Vector Graphics). Choose File > Export, and at the bottom of the dialog, choose SVG or SVG Compressed from the Format menu (Mac) or Save As Type menu (Windows). Enter a name for the SVG file and choose where you’d like to save it on your system, then click Save. InDesign launches the SVG Options dialog. For more information about the different settings in the dialog, hover your mouse over each heading and refer to the description below. Once you’ve entered your preferred settings, click Export. You can then open the SVG file in a compatible program for editing.

376

Exporting as XML Related Tasks

To export a document to XML, you must first create an XML structure by tagging all of the document’s page items. Once the XML structure is complete, you can access the

2.3

Export dialog by choosing File > Export. At the bottom of the dialog, choose XML from

File Menu Tags Palette

9.5

Importing XML

file and choose where you’d like to save it on your system, then click Save.

15.6

Packaging for GoLive

17.1

Exporting as Adobe PDF

panel. Enter the preferred settings in each panel and click Export.


Include DTD Declaration Correlates a

Shortcuts

loaded DTD file with the exported XML file. You must have a DTD file loaded to enable this option.

Export Mac: Cmd+E Win: Ctrl+E

View XML Using Lets you view the XML file immediately after exporting. Choose which application to open the XML file in from the menu.



Export From Selected Element Lets you

Show Structure Mac: Opt+Cmd+1 Win: Alt+Ctrl+1

start exporting from a selected XML element in the document. You must have an XML element selected to enable this option. 

TYPOGRAPHY



PAGE BUILDING

4.18

the Format menu (Mac) or the Save As Type menu (Windows). Enter a name for the XML

InDesign launches the Export XML dialog, which includes a General panel and an Images

WORKSPACE

17.6

Encoding Choose an encoding format from the menu: UTF-8 (8-bit), UTF-16 (16-bit), and Shift-JIS (for Japanese characters). GRAPHICS COLOR OUTPUT

377

17.6

Exporting as XML

Related Tasks 2.3

(continued)




Original Images Places a copy of the original images in an images subfolder.



Optimized Original Images Optimizes the original images and places copies of them in an images subfolder.



Optimized Formatted Images Optimizes and copies only the original images that have applied transformations (such as cropped or rotated images).



Image Conversion Choose an option for converting images during export: Automatic, GIF, and JPEG. The Automatic option allows InDesign to decide which file type to convert to based on the image.

File Menu

4.18

Tags Palette

9.5

Importing XML

15.6

Packaging for GoLive

17.1

Exporting as Adobe PDF

Shortcuts Export Mac: Cmd+E Win: Ctrl+E Show Structure Mac: Opt+Cmd+1 Win: Alt+Ctrl+1

Tip 

When exporting a document to XML, only the tagged content is exported, not its formatting or layout.

Palette Choose the color palette that InDesign should use when converting the image to GIF format: Adaptive (no dither), Web, System (Mac), and System (Windows). The Adaptive (no dither) option works best for images with primary solid colors.



Interlace Allows a preview of the image to download quickly; downloads every other line of the



Image Quality Export images in Maximum, High, Medium, or Low image quality.

image with each pass rather than downloading the whole image at once.



Format Method Progressive displays the image in stages from low to high resolution; Baseline does not.

SNIPPETS A snippet is a type of XML file used to export and import page content. Snippets are based on the InDesign Interchange format and use the .inds extension. To export snippets, select one or more objects and choose File > Export. At the bottom of the dialog, choose InDesign Snippet from the Format menu (Mac) or the Save As Type menu (Windows). Enter a name for the snippet file and choose where you’d like to save it on your system, then click Save. You can also drag the selected objects (or items selected from the Structure menu) to your desktop. A snippet file is automatically created when dragging from the document. Snippets can also be imported into an InDesign document using the Place command, or by dragging.

378

18

WORKSPACE

C H A P T E R

Books and Other Large Documents zines, newsletters, and catalogs. Using the Book palette, you can divide your project into small documents and manage them. The palette allows you to control automatic page numbering and

PAGE BUILDING

INDESIGN CS2 MAKES IT easy to create and manage large documents such as books, maga-

applied styles for all the documents in your project. You can also preflight, print, and export one or more documents from the Book palette without even having to open them. InDesign also contains options for creating a table of contents and an index.

■

18.2 Synchronizing Book Chapters

■

18.3 Page Numbering across Book Documents

■

18.4 Building a Table of Contents

■

18.5 Creating and Saving a TOC Style

■

18.6 Building an Index

■

18.7 Preflighting, Printing, and Exporting Books

GRAPHICS

18.1 Creating a New Book File

TYPOGRAPHY

■

COLOR OUTPUT

18.1 Related Tasks 2.3

File Menu

2.5

Layout Menu

4.8

Interactive Palettes

4.21

Type and Tables Palettes

4.22

Book and Library Palettes

18.2

Synchronizing Book Chapters

18.3

Page Numbering across Book Documents

18.4

Building a Table of Contents

18.5

Creating and Saving a TOC Style

18.6

Building an Index

Creating a New Book File

To create a new Book file, choose File > New > Book. When the New Book dialog appears, enter a name for the book and choose where you’d like to save the file on your system. Click Save to display the Book palette. Each book you create is displayed in its own Book palette. The name of the book appears in the palette tab.

To add a document, click the Add Documents button at the bottom of the palette or choose Add Document from the palette menu. When the Add Documents dialog appears, select a document from your system and click Open. If you select a document from the palette first before clicking the Add Documents button, the added document is placed after the selection; otherwise, it is placed at the bottom of the list.

Shortcut Open Mac: Cmd+O Win: Ctrl+O

Tip You can add documents to a book by dragging them from any folder on your system into the Book palette.

You can move documents to a new location in the book by clicking and dragging them up or down in the palette list.

To remove a document (or multiple documents), select the document(s) from the palette and click the Remove Documents button or choose Remove Document from the palette menu.

Missing Open Modified The Book palette monitors the status of your documents by displaying various icons.

The Open icon appears when a book document is open in InDesign. The Missing icon appears when a document has been moved to a new location. To relink, double-click the document in the list. When the Replace Document dialog appears, browse to the new file location on your system and click Open. The Modified icon appears when a document has been changed without the Book palette open. To update, select Repaginate from the palette menu.

380

Synchronizing Book Chapters Related Tasks

The Book palette allows you to choose a master document as the style source. Any styles or color swatches defined in the master document are added to all the other documents in the palette when you click the synchronize button.

2.5

Layout Menu

4.8

Interactive Palettes

4.21

Type and Tables Palettes

4.22

Book and Library Palettes

11.1

Creating and Applying Character Styles

11.2

Creating and Applying Paragraph Styles

18.1

Creating a New Book File

18.3

Page Numbering across Book Documents

18.4

Building a Table of Contents

18.5

Creating and Saving a TOC Style

18.6

Building an Index

Open Mac: Cmd+O Win: Ctrl+O

You can choose which settings to synchronize in the Synchronize Options dialog. To access the dialog, choose Synchronize Options from the Book palette menu.

GRAPHICS

Shortcuts

TYPOGRAPHY

Select the documents you’d like to synchronize in the Book palette and click the Synchronize Styles And Swatches button or choose Synchronize Selected Documents from the Book palette menu. To synchronize all the documents in the palette, either select them all or select no documents and click the synchronize button.

File Menu

PAGE BUILDING

To set which document is to be used as the master style source, click in the left column next to the filename (by default, it’s the first document added to the palette).

2.3

WORKSPACE

18.2

Paragraph Styles palette Mac and Win: F11

COLOR

Character Styles palette Mac and Win: Shift+F11 Quick Apply Mac: Cmd+Return Win: Ctrl+Enter

Tip

381

OUTPUT

The quickest way to open a book document is to double-click it in the Book palette.

18.3 Related Tasks 2.3

File Menu

2.5

Layout Menu

4.8

Interactive Palettes

4.21

Type and Tables Palettes

4.22

Book and Library Palettes

6.17

Adding Page Numbers to Sections

18.1

Creating a New Book File

18.2

Synchronizing Book Chapters

18.4

Building a Table of Contents

18.5

Creating and Saving a TOC Style

18.6

Building an Index

Page Numbering across Book Documents

Here is one of the best features of InDesign’s Book palette—it keeps track of page numbering for you! As long as you apply automatic page numbering to all the documents, InDesign updates the page numbers whenever you add or delete pages.

To set options for automatic book page numbering; choose Book Page Numbering Options from the palette menu. In the dialog, you can choose to continue numbering on the next even or odd page, and insert a blank page at the end of a document when necessary to match the numbering scheme.

Shortcuts Auto Page Number Mac: Opt+Shift+Cmd+N Win: Alt+Shift+Ctrl+N Type tool Mac and Win: T Open Mac: Cmd+O Win: Ctrl+O

You can also create a section start using the Document Page Numbering Options dialog. To do so, select a document from the palette and choose Document Page Numbering Options from the palette menu. Choose the Start Page Numbering At option and enter a page number in the field. Click OK to apply.

Tip You can access the Document Page Numbering Options dialog by double-clicking the page numbers that appear next to the document file name in the Book palette.

382

Building a Table of Contents Related Tasks

To create a table of contents, choose Layout > Table Of Contents to display the Table Of Contents dialog. If you’ve created a TOC style you’d like to apply, choose it from the TOC Style menu at the top of the dialog; otherwise leave the style setting at [Default]. Enter a name for the TOC in the Title field, and choose a paragraph style to apply to it from the

File Menu

2.5

Layout Menu

4.8

Interactive Palettes

4.21

Type and Tables Palettes

4.22

Book and Library Palettes

neighboring Style menu. The title that you enter is placed at the beginning of the TOC. Choose the paragraph styles you’d like to include from the Other Styles list on the right and click Add. You can also add styles by double-clicking them. Styles are added alphabetically to the Include Paragraph Styles list, but can be rearranged by clicking and dragging.

Importing Text

18.1

Creating a New Book File

“TOC body text” paragraph style that InDesign adds to the Entry Style menu.

18.2

Synchronizing Book Chapters

Click the More Options button to display additional Style options in the dialog. From the

18.3

Page Numbering across Book Documents

18.5

Creating and Saving a TOC Style

18.6

Building an Index

graph style to apply to it from the Entry Style menu. Note that you can also choose the

Page Number menu, choose how you would like to display page numbers in the TOC: After Entry, Before Entry, or No Page Number. You can choose which characters to place between the entries and page numbers from the Between Entry and Number menu, or by entering a metacharacter in the field (by default it’s a tab character). Choose a character style to apply to the page numbers and “between” dot leaders from the neighboring Style

TYPOGRAPHY

9.3

Proceed to select each style name in the Include Paragraph Styles list and choose a para-

PAGE BUILDING

2.3

WORKSPACE

18.4

menus. You may want to enable the Sort Entries In Alphabetical Order option when creating a list rather than a Book TOC.

Shortcut

You can choose to include the entire book in the TOC by enabling the Include Book Documents option at the bottom of the dialog. To place all of the headings in a paragraph separated by semicolons, enable the Run-in option. Other options include Create PDF Bookmarks, Replace Existing Table Of Contents, and Include Text On Hidden Layers.

Tips

GRAPHICS

Open Mac: Cmd+O Win: Ctrl+O

Any object tagged with a paragraph style can be built into a list using the table of contents feature.

When you click OK, InDesign generates the TOC (this could take a while depending on how many entries there are). When it’s finished, a loaded place cursor is displayed. Click

COLOR

You can define the amount of indent used for each paragraph style in the Include Paragraph Styles list of the TOC dialog by entering a value in the Level field.

to place the new TOC into a text frame.

OUTPUT

383

18.5 Related Tasks 2.3

File Menu

2.5

Layout Menu

4.8

Interactive Palettes

4.21

Type and Tables Palettes

4.22

Book and Library Palettes

18.1

Creating a New Book File

18.2

Synchronizing Book Chapters

18.3

Page Numbering across Book Documents

18.4

Building a Table of Contents

18.6

Building an Index

Creating and Saving a TOC Style

You can define several different TOC styles in one document. To do so, choose Layout > Table Of Contents to access the Table Of Contents dialog. Enter your preferred settings and click Save Style. When the Save Style dialog appears, enter a name for the style and click OK. The new style is added to the TOC Style menu. You can also create, edit, delete, and load TOC styles by choosing Layout > Table Of Contents Styles. Doing so opens the Table Of Contents Styles dialog.


Styles Displays a list of saved TOC Styles. Click a style name to select; double-click to edit.



Style Settings Displays a summary of TOC dialog settings for the selected TOC style.



Shortcut



Edit Select a style from the list and click the Edit button to adjust the settings in the Edit Table Of Contents Style dialog. Click OK to save your changes and return to the Table Of Contents Styles dialog.



Delete Select a style from the list and click the Delete button to remove it. When the warning dialog appears, click OK to commit (this action cannot be undone).



Load Click to access the Open A File dialog. Locate an InDesign document from your system and

Open Mac: Cmd+O Win: Ctrl+O

Tip To update a TOC, select the text frame containing the list and choose Layout > Update Table Of Contents.

then click Open to load its TOC styles.

384

New Click to access the New Table Of Contents Style dialog and choose your preferred settings. Click OK to save the style and add it to the list.

Building an Index Related Tasks

With InDesign’s Index palette, you can create, edit, and preview an index for a large document or book. To create an index in InDesign CS2, you must add topic entries and references to those topics using the Index palette. To add an index entry: 1 If a word that describes the topic appears on the page, select it with the Type tool and click the Create A New Index Entry button at the bottom of the Index palette. If no word

File Menu

2.5

Layout Menu

4.8

Interactive Palettes

Shortcuts

text and click the Create A New Index Entry button. InDesign displays the New Page

Index palette Mac and Win: Shift+F8

Reference dialog. 2 If necessary, edit the text in the Topic Levels field. Any text entered is what InDesign

PAGE BUILDING

on the page describes the topic, place the Type tool cursor anywhere in the related

2.3

WORKSPACE

18.6

Create index entry without dialog Mac: Shift+Cmd+Opt+[ (left bracket) Win: Shift+Ctrl+Alt+[ (left bracket)

displays in the index. 3 Enter a word in the Sort By field to place the index entry in a specific alphabetical position (e.g., to place “16 volt” under “S” rather than before “A”).

TYPOGRAPHY

4 Choose an indexing page range from the Type menu. Options include Current Page, To Next Style Change, To Next Use Of Style, To End Of Story, To End Of Document, To End Of Section, For Next # Of Paragraphs, For Next # Of Pages, and Suppress Page Range. Choose Suppress Page Range when adding second-level entries. At the bottom of the menu are six cross-reference options including: See [also], See, See Also, See Herein, See Also Herein, and [Custom Cross Reference]. Choosing one of the cross-reference options changes the dialog to display a Referenced field. Enter any cross-reference words or phrases in this field.

GRAPHICS

5 If you prefer, enable the Number Style Override option to apply a specific character style to the page number(s). 6 Click OK to add the index entry to the Index palette. If the indexed text appears on a master page or the Pasteboard, the palette displays the master page label or “PB.”

COLOR OUTPUT

385

18.6

Building an Index

(continued)

Related Tasks 4.21

Type and Tables Palettes

4.22

Book and Library Palettes

18.1

Creating a New Book File

Shortcuts

To add an index entry without closing the New Page Reference dialog, click Add. Click Add All to search the document for every instance of the entry text (exact matches only) and add it to the index.

Open New Page Reference dialog Mac: Cmd+U Win: Ctrl+U Create proper name entry (last name first) Mac: Shift+Cmd+Opt+] (right bracket) Win: Shift+Ctrl+Alt+] (right bracket)

To add a reference to an index entry: 1 Place the Type tool cursor anywhere in the related text. 2 Click the index entry in the Index palette. 3 Option-click (Mac) or Alt-click (Windows) the Create A New Index Entry button. Set up the New Page Reference dialog accordingly and click OK to add the reference.

To create a second-level entry, follow the same steps as you would to create a first-level entry, but include two extra steps. When the New Page Reference dialog appears, click the down arrow button in the center of the dialog. Next, double-click the firstlevel entry from the list at the bottom to enter it in the first Topic Level field. Similarly, you can continue clicking the Down arrow button to create thirdand fourth-level entries.

386

Building an Index

(continued)

Related Tasks 18.2

Synchronizing Book Chapters

18.3

Page Numbering across Book Documents

18.4

Building a Table of Contents

Tip

You can choose to include index entries for all documents in a book by enabling Include Book Documents. You can also choose to replace an existing index and include entries on hidden layers by enabling either option.

TYPOGRAPHY

To apply default New Page Reference dialog settings to a selected index reference, click and drag the index entry in the Index palette over the Create A New Index Entry button at the bottom of the palette.

PAGE BUILDING

When you’re ready to generate the index, choose Generate Index from the Index palette menu or click the Generate Index button. InDesign displays the Generate Index dialog. To display all available options in the dialog, click More Options. Enter a name for the index in the Title field, and choose a paragraph style to apply to it from the Title Style menu underneath. The title that you enter is placed at the beginning of the Index. Note that you can also choose the “Index Title” paragraph style that InDesign adds to the Title Style menu.

WORKSPACE

18.6

From the menu in the center of the dialog, choose to generate an index with nested entries or run-in entries. To place all of the entries (first- and second-level) in separate paragraphs, choose Nested. To place all the entries (first- and second-level) in one paragraph, choose GRAPHICS

Run-in. Enable the Include Index Section Headings option to generate section heads (e.g., “A,” “B,” “C,” etc). Enable the Include Empty Index Sections option to generate section heads for any empty sections; otherwise they are left out. From the Level 1-4 Style menus, choose a paragraph style to apply to each level entry in the index. Note that you can also choose the “Index Level 1-4” paragraph styles that InDesign adds to the Level 1-4 Style menus. From the Index Style menus, choose paragraph styles to apply to section heading and cross-reference items. You can also choose character

COLOR

styles to apply to page numbers and cross-referenced topics. At the bottom of the dialog, choose which punctuation marks to apply to the index by entering characters into the Entry Separators fields.

OUTPUT

387

18.7 Related Tasks

Preflighting, Printing, and Exporting Books

InDesign allows you to preflight, print, and export one or more documents from the Book palette without having to open each one individually.

2.3

File Menu

4.22

Book and Library Palettes

15.1

Preflighting Fonts

15.2

Preflighting Links and Images

To print all the documents in a book, select them in the palette (or select no documents)

15.3

Preflighting Colors and Inks

Enter your preferred settings and click Print to send all the documents selected in the

15.4

Preflighting Print Settings

16.1

Printing a Document

17.1

Exporting as Adobe PDF

18.1

Creating a New Book File

To preflight all of the documents in a book, select all the documents in the palette (or select no documents) and choose Preflight Book from the Book palette menu. InDesign runs a preflight check on all documents selected in the palette.

and choose Print Book from the Book palette menu. InDesign displays the Print dialog. Book palette to the chosen printer. To export all the book documents to PDF, select them in the palette (or select no documents) and choose Export Book To PDF from the Book palette menu. InDesign displays the Export dialog. Enter a name for the PDF and choose a file location on your system. Click Save to display the Export Adobe PDF dialog. Enter your preferred settings and click Export to create a PDF of all the selected documents in the Book palette.

Shortcuts Open Mac: Cmd+O Win: Ctrl+O

Click the Print button at the bottom of the Book palette to print selected documents, Option-click (Mac) or Alt-click (Windows) to export.

Preflight Mac: Opt+Shift+Cmd+F Win: Alt+Shift+Ctrl+F Print Mac: Cmd+P Win: Ctrl+P Export Mac: Cmd+E Win: Ctrl+E

Tip You can also package all the documents in a book for GoLive or for Print by choosing Package > Book For GoLive or Book For Print from the Book palette menu.

388

Index Note to the Reader: Throughout this index boldfaced page numbers indicate primary discussions of a topic.

A action buttons, 9 Add Anchor Point tool, 34, 155 Add Documents dialog, 380 Adobe Illustrator copying images to, 286–287 swatches from, 331 Adobe PDF Advanced panel, 367 Compression panel, 364 embedding in hyperlinks, 370–371 movies and sound, 372–373 General panel, 362–363 Marks and Bleed panel, 365 Output panel, 366 presets, 116 Security panel, 368 Summary panel, 369 Advanced panel Adobe PDF, 367 for printing, 357 Advanced Type Preferences panel, 101 Align palette, 71 Align To Baseline Grid option, 141 aligning baseline grids, 141 cell data, 315 objects, 196 paragraphs, 241–242 strokes, 167–168 tab stops, 258 text on paths, 305 Allow Object-Level Display Settings option, 292 anchor points, 34 anchored objects, 158–159 anti-aliasing options, 110 Appearance of Black Preferences panel, 112 Apply buttons, 54

applying blend modes, 335 corner effects, 174 custom strokes, 171 gradients, 48 hyphenation, 251–252 justification, 253–254 keep options, 246–247 master pages, 134, 136 paths compound, 175 Photoshop clipping, 293–294 styles character, 265 gap color to open strokes, 172–173 nested, 269 object, 271–272 paragraph, 266–267 parent-child, 268 stroked path start and end, 169–170 arranging objects, 192 pages, 128–129 ASCII text, 216–217 Assignments palette, 127 attributes, undefined, 263 Attributes palette, 60 auto-kerning, 232 Auto Leading feature, 236 Auto Page Number character, 138 Autocorrect feature, 109, 224 Automatic Text Flow, 219 Automation palettes, 61–62

B backward saving, 126 baselines grids for aligning, 141 options for, 104 389

Basic Graphics Frames • columns

shift in, 237 for text frames, 210–211 Basic Graphics Frames, 272 Basic Text Frames, 145, 272 behaviors for buttons, 49 Bevel corner effects, 174 black preferences, 112 Bleed mode, 54 blend modes applying, 335 in printing, 75 Book Page Numbering Options dialog, 382 Book palette, 95 Bookmarks palette, 66 books, 379 exporting, 388 files for, 380 indexes, 385–387 page numbering, 382 preflighting and printing, 388 synchronizing chapters, 381 tables of contents, 383–384 borders for tables, 319–320 Bridge application, 116, 123 Bring Forward option, 192 Bring To Front option, 192 bullets, 255–256 buttons, 9–10 formatting, 54 Reset, 108 Buttons tool, 49

C case, changing, 222 cells in tables merging, 313 overset text in, 308 spacing and alignment in, 315 splitting, 314 Centered tab stops, 257 chapters, synchronizing, 381 Character palette, 88 Character Style Options dialog, 264–265 Character Styles palette, 88–89 characters hidden, 224 scaling, 234 space between, 233, 236–237 special, 259–260 styles for, 88–89, 264–265 check boxes, 8 390

check spelling Autocorrect feature, 109 text, 223–224 child pages creating and applying, 136 styles for, 268 circles, 41 clipping paths InDesign, 295–296 Photoshop, 293–294 closing paths, 155–156 CMYK options for soft proofing, 328 collapsing palette windows, 57–58 color, 325 blend modes, 335 Color Picture, 53 converting spot to process, 332 drop shadows, 336–337 feathering, 338 filling with, 160 gap, 172–173 grids, 142 for imported graphics, 327 importing, 333 in libraries, 331 mixed-ink swatches and groups, 329–330 opacity level, 334 preflighting, 344 sampling, 46 settings for, 326 soft proofing, 328 Story Editor Display Preferences for, 110 in styles, 270 Swatches palette for, 83–84 text, 162–163, 166 transparent TIFFs, 339 Color Burn blend mode, 335 Color Dodge blend mode, 335 Color Management panel, 356 Color Palette, 63 Color Picture, 53 Color Settings dialog, 326 column guides adjusting, 140 preferences for, 105 columns layout for, 204 in tables adding, 310–311 deleting, 312 resizing, 316–318

combining text with images • documents

combining text with images. See images commands, menu, 12 Composition Preferences panel, 102 compound paths, 175 Compression panel, 364 configuring plug-ins, 117 constraining frames, 32 gradients, 48 images, 149 contextual menus, 6–7 Control bar controls on, 29–31 for tables, 311–312 control handles for curves, 153 Convert Direction Point tool, 34, 155 converting clipping paths to frames, 294 document pages to master pages, 133 point direction, 155 rows into headers and footers, 323 spot colors to process, 332 text to outlines, 302 to tables, 307–308 Copy PDF To Clipboard option, 287 copying/pasting drop shadows, 337 images to Adobe Illustrator, 286–287 master pages, 132 objects, 194–195 text, 214 text formatting, 240 corner effects, 174 Create New Page control, 128 Create Packer Folder dialog, 346 cropping images, 33, 282 CS documents, 123 cursor preferences, 110 curves, 153 custom shapes drawing, 153 Pathfinder for, 176 custom soft proofing, 328 custom strokes, 171 Customize Proof Condition dialog, 328 customizing workspace, 59 cutting paths, 50, 155–156

D Darken blend mode, 335 Dash stroke style, 171

data fields, 5, 8–9 Data Merge palette, 61 Decimal tab stops, 257 default formatting, 263 default object styles, 272 default stroke settings, 39 default workspaces, restoring, 59 Delete Anchor Point tool, 34, 155 deleting bookmarks, 66 master pages, 135, 201 objects, 201 pages, 129 points for paths and frames, 155 rows and columns, 312 styles, 275 tab stops, 257 text on paths, 305 workspaces, 59 deselecting with Direction Selection tool, 33 with Selection tool, 32 diagonal lines in cells, 321 dialogs in menus, 12 dictionaries editing, 225 with foreign languages, 226 preferences for, 106–107 Dictionary Preferences panel, 106–107 Difference blend mode, 335 Diffused feathering option, 338 Direct Selection tool vs. Selection tool, 148–149 working with, 33 discretionary hyphens, 252 Discretionary Ligatures glyph subset, 259 Display Performance option, 24 Display Performance Preferences panel, 111 display settings object-level, 292 parameters for, 111 distributing objects, 197–198 docking palettes, 57–58 Document CMYK option, 328 Document Page Numbering Options dialog, 382 Document Presets dialog, 114, 121 document windows, 4 documents, 119 baseline grid alignment, 141 grids, snapping to, 142 margin and column guides in, 140 multipage spreads in, 130 391

Dotted stroke style • feathering

opening InDesign, 122–123 PageMaker and QuarkXPress, 124 page numbers in sections, 138 pages adding, 128 arranging, 128–129 deleting, 129 master. See master pages targeting vs. selecting pages, 131 presets for, 114, 121 printing. See printing ruler guides in, 139 saving, 125–127 starting, 120 Dotted stroke style, 171 drag-and-drop text editing, 239 dragging for tables, 311 drawing custom shapes, 153 freeform shapes, 154 rectangles, ellipses, and polygons, 152 drop caps, 245 drop-down menus, 7 drop-down sliders, 9 drop shadows adding, 336–337 in styles, 270 duplicating drop shadows, 337 master pages, 132 objects, 194–195 Dynamic Spelling feature, 223

E edges, frame, 40 Edit Glyph Set dialog, 260 Edit menu, 16–17 editing dictionaries, 225 drag-and-drop, 239 frames, 155–156 headers and footers, 323 links, 290 paths, 155–156 clipping, 293–296 compound, 175 type on, 303–305 presets, 114 shortcuts, 118 with Story Editor, 221 392

styles, 273–274 text wraps, 298–301 effects corner, 174 glow, 168 text on paths, 304–305 Ellipse frames, 40, 144 ellipses, drawing, 152 embedding images, 291 in PDFs hyperlinks, 370–371 movies and sound, 372–373 end marks, libraries for, 199 end stroked path styles, 169–170 EPS exporting to, 374–375 importing from, 281 EPS Import Options dialog, 281 Erase tool, 38 Excel tables, 324 Exclusion blend mode, 335 Export dialog, 126 Export EPS dialog, 374 Export XML dialog, 377 exporting, 361 as Adobe PDF Advanced panel, 367 Compression panel, 364 General panel, 362–363 Marks and Bleed panel, 365 Output panel, 366 Security panel, 368 Summary panel, 369 blacks, 112 books, 388 as EPS, 374–375 as JPEG, 376 PDFS hyperlinks, 370–371 movies and sound in, 372–373 as XML, 377–378 external plug-ins configuring, 117 preflighting, 345 Eyedropper tool, 46

F Fancy corner effects, 174 Fast Display setting, 292 feathering, 338

fields • Graphics panel

fields, data, 5, 8–9 File Handling Preferences panel, 113 File menu, 14–15 files for books, 380 merging, 61 Fill control with Color Palette, 63 Fill Frame Proportionally option, 279 Fill swatch, 53 fills gradients for, 161 placeholder text for, 220 solid and transparent colors for, 160 in styles, 270 for tables, 320–321 for text, 162–163 Find Font dialog, 228 finding library items, 200 missing fonts, 228 text, 229–230 first line indents, 243–244 flattener, transparency, 75, 359 Flattener Preview palette, 75 flexibility, line, 39 flipping objects, 184–185 flowing text, 219 fonts Glyphs palette, 89 missing, 228 Open Type, 227, 260 overview, 227 preflighting, 342 Story Editor Display Preferences for, 110 Fonts folder, 227 Footer menu, 6 footers, 322–323 footnotes, 261–262 foreign language dictionaries, 226 formatting, 231 baseline shift, 237 bullets and numbering, 255–256 buttons for, 54 copy/paste, 240 drop caps, 245 footnotes, 261–262 hyphenation, 251–252 in imported text, 215–216 justification, 253–254 keep options, 246–247 kerning, 232–233 leading, 236–237

paragraphs, 241–244 punctuation and indents, 248–249 special characters, 259–260 strikethrough, 239 styles. See styles tabs, 257–258 tracking, 233 underlining, 238–239 frames, 143 converting clipping paths to, 294 in libraries, 96, 200 modifying, 155–156 for movies and sound, 372 overview, 144–146 rotating, 42 scaling, 43 with Selection tool, 32 shapes as, 41 shearing, 44 stroking, 164–165 for text Free Transforming, 45 options for, 208–211 threading and unthreading, 212–213 tools for, 40 free-floating toolbox, 28 Free Transform tool, 45 freeform shapes, 154

G Gallery mode in InCopy, 217 gap color for open stroke styles, 172–173 General panel Adobe PDF, 362–363 for printing, 351 General Preferences panel, 98 Generate Index dialog, 387 global formatting, 263 glow effect, 168 Glyphs palette controls on, 89 for special characters, 259–260 GoLive packaging, 347–348 Gradient palette, 64 Gradient tool, 48 gradients applying, 48 filling with, 161 for text, 162–163, 166 working with, 64 graphics. See images Graphics panel, 355 393

Gravity effect • Inverse Rounded corner effects

Gravity effect, 304–305 grids baseline, 141 controls for, 104 snapping to, 104, 142 Grids Preferences panel, 104 grouping objects, 188 groups mixed-ink, 329–330 nesting in, 191 selections within, 189–190 guides column and margin adjusting, 140 settings for, 105 layout for, 204 ruler adjusting, 139 units for, 103 Guides & Pasteboard Preferences panel, 105

H Hand tool, 51 hanging indents, 248–250 Hard Light blend mode, 335 headers and footers, 322–323 Help menu, 26 hidden characters, 224 High Quality Display setting, 292 horizontal alignment, 241–242 horizontal rulers, 139 Hue blend mode, 335 hyperlinks creating, 66–67 embedding, 370–371 Hyperlinks palette, 66–67 hyphenation, 251–252

I icons label, 5 libraries for, 199 for tools, 28 Ignored Words option, 225 Image Import Options dialog, 280 images, 277 in cells, 314 color for, 327 constraining, 149 copying to Adobe Illustrator, 286–287 cropping, 33, 282 394

embedding, 291 frames for. See frames importing options for, 280–282 process, 278–279 layer options and placed PSDs for, 283–285 in libraries, 96, 200 links for, 290 object-level display settings for, 292 preflighting, 343 resizing, 288–289 with text, 297 converting text to outlines, 302 editing type on paths, 303–305 paragraph rules, 306 tables. See tables wrapping in, 298–301 imported images, color for, 327 importing color, 333 images options for, 280–282 process, 278–279 styles, 276 tables, 324 text, 214–217 transparent TIFFs, 339 XML, 218 InCopy, 127, 217 Indent To Here character, 249 indents hanging, 248–250 paragraphs, 242–244 Tabs palette for, 94 InDesign menus, 13 Index palette, 90 indexes, 385–387 Info palette, 65 Ink Manager, 332 inks, preflighting, 344 Insert Pages dialog, 128 Insert Row/Column dialog, 310 Insert Table dialog, 307 Inset corner effects, 174 interactive palettes, 66–68 interfaces, 1 document windows, 4 Macintosh, 2 objects in, 5–10 Windows, 3 Inverse Rounded corner effects, 174

invisible characters • Microsoft Word Import Options dialog

invisible characters, 224 INX export, 126

J joining paths, 155–156 JPEG, exporting as, 376 jump lines, 256 Jump Object option, 298–299 Jump To Next Column option, 298–299 justification, 253–254

K keep options, 246–247 Keep Spread Together option, 130 kerning, 232–233 keyboard shortcuts setting, 118 units for, 103

L label icons, 5 large documents. See books last line indents, 243–244 Layer Options dialog, 202 layers creating and naming, 202 for images, 283–285 objects on, 203 Layers palette, 69 layout adjustments for, 204–206 for footnotes, 262 Layout menu, 18 Layout mode in InCopy, 217 leaders, tab, 258 leading, 236–237 left indents, 242–243 Left tab stops, 257 libraries color in, 331 controls for, 96 saving objects to, 199–200 Library palette, 96 Lighten blend mode, 335 Line tool, 39 lines in cells, 321 drawing, 39 jump, 256 keeping together, 246 on paths, cutting, 50 selecting, 151

links for images, 290 preflighting, 343 for text boxes, 212–213 Links palette, 70 Load Styles dialog, 276 loading presets, 114, 116 styles, 276 local formatting, 263 locking objects, 193 logos, libraries for, 199 Lowercase option, 222 Luminosity blend mode, 335

M Macintosh interface, 2 manual text flow, 219 Map Tags To Style option, 218 margin guides, 140 layout for, 204 settings for, 105 Marks and Bleed panel Adobe PDF, 365 for printing, 353 master pages applying, 134, 136 converting document pages to, 133 creating, 130, 132, 136 deleting, 135, 201 overriding items on, 137 Pages palette for, 80–81 Measure tool, 47 measurement units, 103 menus, 11 Edit, 16–17 File, 14–15 Help, 26 InDesign, 13 interface, 5–7 Layout, 18 Object, 20–21 overview, 12 Table, 22 Type, 19 View, 23–24 Window, 25 merging cells, 313 files, 61 Metrics kerning, 232 Microsoft Word Import Options dialog, 215 395

missing fonts • Override All Master Pages option

missing fonts, 228 mixed-ink swatches and groups, 329–330 modifying. See editing Movie Options dialog, 372 Movie/Sound Options dialog, 372 movies, embedding, 372–373 moving objects, 178–179 pages, 128–129 with selection tools, 148 multipage spreads and master pages, 130 multiple objects, selecting, 150 Multiply blend mode, 335

N names bookmarks, 66 layers, 202 master pages, 132 Navigator palette, 72 nesting bookmarks, 66 group objects, 191 objects, 157–159 styles, 269 tables, 22 text frames, 146 New Book dialog, 380 New Character Style dialog, 264 New Color Swatch dialog, 331 New Document dialog, 114, 120 New Document Preset dialog, 120 New Glyph Set option, 260 New Hyperlink dialog, 370 New Hyperlink Destination dialog, 370 New Mixed Ink Group dialog, 330 New Mixed Ink Swatch dialog, 329 New Page Reference dialog, 385–386 New Paragraph Style dialog, 266, 269 New Stroke Style dialog, 171 New Tint Swatch dialog, 337 Next Page Number character, 256 No Text Wrap option, 298 Non-Latin text setting, 101 Non-Uniform scaling option, 289 Normal blend mode, 335 Notes palette, 127 numbering pages, 382 paragraphs, 255–256 in sections, 138 396

O Object and Layout palettes, 71–73 object-level display settings, 292 Object menu, 20–21 Object Style Options dialog, 271 Object Styles palette, 74 objects, 177 aligning, 196 deleting, 201 distributing, 197–198 duplicating, 194–195 flipping, 184–185 grouping and ungrouping, 188 in interfaces, 5–10 on layers, 203 locking, 193 moving, 178–179 nesting, 157–159, 191 opacity level of, 334 resizing, 180–181 rotating, 182–183 saving to libraries, 199–200 selecting within groups, 189–190 shearing, 186–187 stacking and arranging, 192 styles for, 270–272 on-off controls, 8 on/off menu items, 12 online tools, 53 opacity level of objects, 334 Open A File dialog, 122, 276, 333 Open command, 122 Open As command, 122 open stroke styles, 172–173 Open Type fonts, 227, 260 opening documents InDesign, 122–123 PageMaker and QuarkXPress, 124 Optical kerning, 232–233 Optical Margin Alignment option, 93 Option/Alt dragging for tables, 311 orphans, 246 outlines, converting text to, 302 output palettes, 75–77 Output panel Adobe PDF, 366 for printing, 354 Overlay blend mode, 335 Override All Master Pages option, 137

overriding • Position tool

overriding formatting, 263 master page items, 137 styles, 274 overset text, 308

P packaging for GoLive, 347–348 process, 341, 346 page numbering across book documents, 382 in sections, 138 PageMaker documents, 124 PageMaker toolbar, 78–79 pages adding, 128 arranging, 128–129 deleting, 129 importing, 282 master. See master pages multipage spreads, 130 numbering, 382 targeting vs. selecting, 131 working with, 80–81 Pages palette, 80–81 Palette menu, 6 palettes, 55 Attributes, 60 Automation, 61–62 Book, 95 Color, 63 Gradient, 64 Info, 65 interactive, 66–68 Layers, 69 Library, 96 Links, 70 Object and Layout, 71–73 object styles, 74 organizing, 56–58 output, 75–77 Pages, 80–81 Stroke, 82 Swatches, 83–84 Tags, 85 Text Wrap, 86 Transparency, 87 Types and Tables, 88–94 Paragraph palette, 91

Paragraph Style Options dialog, 266, 269 Paragraph Styles palette, 92 paragraphs controls for, 91 formatting, 241–244 rules for, 306 selecting, 151 styles for, 92, 266–267 parent-child styles, 268 Paste In Place option, 194 Pathfinder for custom shapes, 176 Pathfinder palette, 72–73, 146 paths clipping InDesign, 295–296 Photoshop, 293–294 compound, 175 cutting, 50, 155–156 editing type on, 303–305 modifying, 155–156 selecting points on, 33 stroked start and end styles, 169–170 stroking, 164–165 PDF. See Adobe PDF Pen tools, 34, 153 Pencil tools, 38, 154 photographs. See images Photoshop clipping paths, 293–294 Picture Usage feature, 290 pictures. See images Place command, 148 Place dialog, 279 Place PDF dialog, 282 placed images. See images placed PSDs, 283–285 placeholder text, 220 plug-ins configuring, 117 preflighting, 345 points on frames, 155 on paths adding and deleting, 155 cutting, 50 selecting, 33 Polygon frames, 40, 144 Polygon Settings dialog, 40–41 polygons drawing, 152 settings for, 40–41 Position tool, 33 397

PostScript files • Save Style dialog

PostScript files, 358 preferences panels, 97 Advanced Type, 101 Appearance of Black, 112 Autocorrect feature, 109 Composition, 102 Dictionary, 106–107 Display Performance, 111 File Handling, 113 General, 98 Grids, 104 Guides & Pasteboard, 105 Spelling, 108 Story Editor Display, 110 Type, 99–100 Units & Increments, 103 preflighting, 341 books, 388 colors and inks, 344 fonts, 342 links and images, 343 print settings, 345 presets, 97 Adobe PDF, 116 for documents, 114, 121 for printing, 115 transparency flattener, 359 trap, 77, 360 Preview mode, 54 Previous Page Number character, 256 Print Presets dialog, 115 printing, 349–350 Advanced panel, 357 blacks, 112 books, 388 Color Management panel, 356 General panel, 351 Graphics panel, 355 Marks and Bleed panel, 353 Output panel, 354 preflighting settings, 345 presets for, 115 transparency flattener, 359 trap, 360 Setup panel, 352 Summary panel, 358 Printing Instructions dialog, 346 process, converting spot colors to, 332 proof set up, 328 PSDs, placed, 283–285 punctuation, 248–249 398

Q QuarkXPress documents, 124 Quick Apply option, 275

R radio buttons, 8 Rainbow effect, 304 raster images, 111 readability, 246 recovery locations, 113 Rectangle frames, 40, 144–145 rectangles, drawing, 152 Reference mode for indexes, 90 Remember Font with Bullet option, 255 Remove All Local Overrides option, 137 Remove Pages control, 129 Removed Words option, 225 repeating tab stops, 258 Reset button, 108 resizing objects, 180–181 placed images, 288–289 with selection tools, 149 tables, 316–318 restoring workspaces, 59 reverting compound paths, 175 right indents, 242–243 Right tab stops, 257 Rotate tool, 42 rotating objects, 182–183 Rounded corner effects, 174 Rounded feathering option, 338 rows adding, 310–311 converting into headers and footers, 323 deleting, 312 resizing, 316–318 RTF Import Options dialog, 215 RTF text, importing, 214–215 ruler guides, 139 layout for, 204 units for, 103 rules for paragraphs, 306

S sampling colors and styles, 46 Saturation blend mode, 335 Save command, 125 Save As command, 125 Save Color Settings dialog, 326 Save Style dialog, 384

saved libraries • spacing

saved libraries, 96 saving documents, 125–127 glyph characters, 260 library color, 331 mixed-ink swatches and groups, 329–330 objects to libraries, 199–200 presets document, 121 PDF, 116 strokes, 171 table of contents styles, 384 workspaces, 59 Scale tool, 43 scaling images, 289 objects, 181 text, 150 type, 234 Scissors tool, 50 Screen blend mode, 335 screen modes, 54 Script Label palette, 62 Scripts palette, 62 searching in libraries, 200 for missing fonts, 228 for text, 229–230 section page numbers, 138 Security panel, 368 select buttons, 10 Select menu, 7 selecting objects within groups, 189–190 multiple, 150 pages, 131 in tables, 309 type, 151 Selection tool vs. Direct Selection tool, 148–149 working with, 32 Semi-Automatic Text Flow, 219 Send Backward option, 192 Send To Back option, 192 Sentence Case option, 222 Separations Preview palette, 76 Setup panel, 352 shadows, drop adding, 336–337 in styles, 270

Shape tools, 41 shapes, 143 drawing, 153–154 in libraries, 96, 200 overview, 146–147 Pathfinder for, 176 stroking, 164–165 Sharp feathering option, 338 Shear tool, 44 shearing frames, 44 objects, 186–187 shortcuts, keyboard setting, 118 units for, 103 Show Baseline Grid option, 141 Show Hidden Characters option, 224 show/hide options, 12 Show Import Options dialog, 61, 216, 279, 327 Show Problems Only option, 343 Show Single Plates In Black option, 76 Show XML Import Options option, 218 side tabs, docking palettes to, 58 size corner effects, 174 objects, 180–181 placed images, 288–289 with selection tools, 149 tables, 316–318 skewing text on paths, 304 type, 235 Slashed Zeros glyph subset, 259 sliders, 9 Slug mode, 54 Small Capitals glyph subset, 259 Small Caps setting, 101 Smooth tool, 38 snapping to grids, 104, 142 snippets, 378 Soft Light blend mode, 335 soft proofing, 328 solid fill colors, 160 Sort By Status option, 290 sorting bookmarks, 66 sound in PDFs, 372–373 Sound Options dialog, 372–373 spacing in cells, 315 character, 233, 236–237 paragraph, 244 399

special characters • tables

special characters, 259–260 spell checking Autocorrect feature, 109 text, 223–224 Spelling Preferences panel, 108 splitting cells, 314 spot colors, converting to process, 332 squares, 41 stacking objects, 192 Stair Step effect, 304 Start Page Numbering At setting, 138 Start Paragraph menu, 247 start stroked path styles, 169–170 starting documents, 120 States palette, 67–68 Step And Repeat dialog, 194 Story Editor settings for, 110 working with, 221 Story Editor Display Preferences panel, 110 Story mode in InCopy, 217 Story palette, 88, 93 strikethrough effect, 239 Stripe stroke style, 171 Stroke control, 63 Stroke palette, 82 Stroke swatch, 53 stroked path start and end styles, 169–170 strokes aligning, 167–168 default settings, 39 frames, shapes, and paths, 164–165 gap color for, 172–173 saving and applying, 171 in styles, 270 for tables, 320–321 text, 166 Style Options dialog, 273 styles, 263 for characters, 88–89, 264–265 deleting, 275 editing, 273–274 in imported text, 215 importing, 276 libraries for, 199 nested, 269 for objects, 270–272 for paragraphs, 92, 266–267 parent-child, 268 path start and end, 169–170

400

sampling, 46 stroke, 172–173 for tables of contents, 384 submenus, 12 Subscript setting, 101 subscripts, 101, 247 Summary panel Adobe PDF, 369 for printing, 358 Super Autoflow text flow, 219 Superscript setting, 101 superscripts, 101, 247 SVG format, exporting as, 376 Swatch Options dialog, 332 swatches from Adobe Illustrator files, 331 controls for, 83–84 mixed-ink, 329–330 for spot color, 332 tint, 337 Swatches palette, 83–84 Synchronize Options dialog, 381 synchronizing chapters, 381 system requirements Macintosh, 2 Windows, 3

T Table menu, 22 Table palette, 93, 311–312 tables borders for, 319–320 cells in merging, 313 overset text in, 308 spacing and alignment in, 315 splitting, 314 creating, 307–308 headers and footers in, 322–323 importing, 324 libraries for, 199 nesting, 22 resizing, 316–318 rows and columns in adding, 310–311 deleting, 312 resizing, 316–318 selections in, 309 strokes and fills for, 320–321 vs. tabs, 13

tables of contents • Transparent Background option

tables of contents building, 383 styles for, 384 tabs in cells, 323 setting, 94, 257–258 vs. tables, 13 Tabs palette for hanging indents, 249 for tabs, 94 tagged text, 216–217 tags managing, 85 viewing, 87 Tags palette, 85 targeting pages, 131 templates, saving documents as, 125 text, 207 buttons for, 10 case, 222 check spelling, 223–224 converting to outlines, 302 to tables, 307–308 dictionaries editing, 225 with foreign languages, 226 filling, 162–163 find and replace for, 229–230 flowing, 219 fonts missing, 228 overview, 227 formatting. See formatting frames for Free Transforming, 45 options for, 208–211 threading and unthreading, 212–213 glow effect, 168 with images. See images importing, 214–217 in libraries, 96, 200 placeholder, 220 scaling, 150 Story Editor for, 110, 221 stroking, 166 tagged and ASCII, 216–217 wrapping, 86, 270, 298–301 Text Import Options dialog, 216 Text Wrap palette, 86

threading text frames, 212–213 3D Ribbon effect, 304 Threshold value for clipping paths, 295 TIFFs, transparent, 339 tint swatches, 337 tint vs. transparency, 163 Title Case option, 222 toggle buttons, 8 toggle controls, 10 Tolerance value for clipping paths, 295 toolbars, PageMaker, 78–79 Toolbox, 28 tools, 27 Button, 49 Control bar, 29–31 Direction Selection, 33 Eyedropper, 46 frame, 40 Free Transform, 45 Gradient, 48 Hand, 51 Line, 39 Measure, 47 miscellaneous functions, 53–54 Pen, 34 Pencil, 38 Position, 33 Rotate, 42 Scale, 43 Scissors, 50 Selection, 32 Shape, 41 Shear, 44 Toolbox, 28 Type, 35–37 Zoom, 52 tooltips, 5 Topic mode for indexes, 90 tracking, 233 Transform palette, 73 transforming objects, 195 transparencies, 111 transparency and transparent colors, 325 filling with, 160 flattener presets for, 359 in styles, 270 TIFFs, 339 vs. tint, 163 Transparency palette, 87 Transparent Background option, 282

401

trap presets • Zoom tool

trap presets managing, 77 in printing, 360 Trap Presets palette, 77 type. See also text options for, 99–100 on paths, 303–305 scaling, 234 selecting, 151 skewing, 235 Type menu, 19 Type On A Path tool, 37, 303–304 Type Preferences panel, 99–100 Type tools Control bar for, 29 with Story Editor, 221 for tables, 307 working with, 35–37 Types and Tables palettes, 88–94 Typical Display setting, 292

U undefined attributes, 263 underlining, 238 ungrouping objects, 188 Units & Increments Preference panel, 103 unthreading text frames, 212–213 updating links, 290 Uppercase option, 222 Use Spacing option, 198

402

V vector graphics, 111 vertical rulers, 139 View menu, 23–24 viewing tags, 87 visible sliders, 9

W Web links menu items, 12 widows, 246 Window menu, 25 windows, document, 4 Windows interface, 3 Word tables from, 324 text from, 214–215 words, selecting, 151 Working CMYK option, 328 workspace, customizing, 59 Wrap Around Bounding Box option, 298–299 Wrap Around Object Shape option, 298–299 wrapping text, 86, 270, 298–301

X XML exporting, 377–378 importing, 218

Z Zoom tool, 52

A Visual, Task-Oriented Reference The InDesign tasks you need to accomplish are just a page-turn away. The palette-based InDesign CS2 interface, with its many tools and options, becomes immediately accessible in “Workspace.” Then, chapters in the remaining areas present the variety of ways each single task can be performed.

Quick cross-references oint you to other sections that offer alternative, related, or more detailed information.

Sections start at the top of a page for immediate access and are numbered for easy reference.

Screen shots, button icons, and keyed callouts identify the various parts of the InDesign interface—in both Mac and Windows—and clearly demonstrate how each piece works.

Step-by-step instructions walk you through the task, describe the options available, and provide alternatives.

Part tabs take you directly to the tasks relevant to the work you are doing.

Keyboard shortcuts are grouped together in the margin so you can find them when you need them.

Tips provide shortcuts, notes, and warnings related to the task at hand.

THE COLOR PICKER

InDesign in Color The Color Picker InDesign CS2 features a Color Picker, similar to the one found in Photoshop or Illustrator. To open the Color Picker, double-click the Stroke or Fill swatches located at the bottom of the Toolbox or in the Color palette. When the dialog opens, you can click anywhere in the color field to locate a specific RGB, CMYK, or Lab build.

BLEND MODES

To add the chosen color to the Swatches palette, click the Add Swatch button. Click inside any of the RGB, Lab, or CMYK percentage fields to display the Add RGB, Lab, or CMYK Swatch button. Click OK to display the chosen color in the Fill or Stroke swatch (whichever is placed in front) and apply it to any selected objects.

COLORIZING GRAPHICS

To change the color spectrum displayed in the Color Picker, click a letter: R (red), G (green), or B (blue); or L (luminance), a (green-red axis), or b (blue-yellow axis).

PREVIEWS

Blend Modes InDesign allows you to apply blend modes to selected objects, similar to the blend modes found in Photoshop and Illustrator. Applying blend modes allows you to control how transparent objects blend with the colors underneath.

Normal: At 100% opacity, a selected object’s color does not blend with the colors of the objects underneath.

Soft Light: Darkens (multiplies) or lightens (screens) a selected object’s color without preserving highlight and shadow values. Blend colors above 50% darken the base color; blend colors below 50% lighten the base color. Black, white, and 50% gray are not affected.

2

Multiply: Darkens a selected object’s color by multiplying its values with the values of the colors underneath. White colors are not affected. This is the default blend mode for drop shadows.

Screen: Lightens a

Overlay: Darkens (multi-

selected object’s color by multiplying the inverse of the base and blend colors. Screening lighter colors produces greater changes; black is not affected.

plies) or lightens (screens) a selected object’s color while preserving luminosity. Contrasting colors produce greater changes; black, white, and 50% gray are not affected.

Hard Light: Produces the

Color Dodge: A selected

Color Burn: A selected

same effect as Soft Light but with more contrast.

object’s pixels are colorized using the hue of the pixels underneath. Color Dodge has a greater effect on lighter colors.

object’s pixels are colorized using the hue of the pixels underneath. Color Burn has a greater effect on darker colors.

THE COLOR PICKER

Difference: Applies the

Hue: Applies the hue of

Saturation: Applies the saturation of the blend color to the luminance and hue of the base color.

Color: Applies the hue

Luminosity: Applies the

and saturation of the blend color to the luminance of the base color.

luminance of the blend color to the hue and saturation of the base color.

the blend color to the luminance and saturation of the base color.

color that results when blend and base colors are subtracted from each other. White inverts the base color; black has no effect.

Exclusion: Produces the same effect as Difference but with less contrast.

COLORIZING GRAPHICS

Lighten: When a selected object’s color is darker than the colors underneath, the lighter color is applied.

BLEND MODES

Darken: When a selected object’s color is lighter than the colors underneath, the darker color is applied.

PREVIEWS

Tint vs. Transparency The Fill color of a selected object (or objects) can be made transparent by adjusting the Opacity control located in the Transparency palette. Don’t confuse this with the Tint control located in the Swatches palette. Although both controls appear to lighten a selected fill color, lowering the Opacity value also lets you see through the object—something the Tint control does not do.

Two overlapping frames, one with a fill color of green and one with a fill color of yellow. In this figure, the green frame has a 60% tint applied and is placed in front of the yellow frame.

The same two frames, but this time with 60% transparency applied to the forefront green frame. Notice that you can see through the transparent green frame to the yellow frame underneath. The overlapping area creates a whole new color.

THE COLOR PICKER

Colorizing Graphics

BLEND MODES

You can colorize a placed grayscale TIFF or PSD by selecting it with the Direct Selection tool and applying a color with the Swatches or Color palette, Color Picker, or Eyedropper tool.

COLORIZING GRAPHICS

tool (not the Direct Selection tool) and drag in a color from the Swatches palette. This colorizes the shadow areas of the image. To colorize the highlight areas, click a second swatch in the palette (but don’t drag it onto the image).

PREVIEWS

To create a duotone effect in InDesign, select a placed grayscale TIFF or PSD with the Selection

Soft Proofing You can use InDesign’s proof setup feature to preview how a document is going to print as you design on screen (a process called soft proofing). Under the View > Proof Setup submenu, choose one of three options: Working CMYK, Document CMYK, or Custom. To soft-proof the document, choose Proof Colors from the View menu.

Using the Working Space profile set in Color Settings to soft-proof with (North American Prepress 2)

Using the assigned document CMYK profile to soft-proof with (KODAK SWOP Proofer CMYK— Coated Stock)

Using the assigned document CMYK profile (KODAK SWOP Proofer CMYK–Coated Stock) and enabling the Simulate Paper Color option in the Custom Proof Setup dialog

The Window > Output palettes can assist you in troubleshooting any potential printing and exporting problems you might encounter with your InDesign documents. The Flattener Preview palette allows you to highlight areas in a document that are affected by transparency flattening during output. You can create, save, and apply your own custom presets in the Transparency Flattener Presets dialog accessible through the Flattener Preview palette menu.

THE COLOR PICKER

Flattener and Separations Previews

BLEND MODES

Choose from the default list of potential transparent items to highlight in the document. Be sure to set the menu selection back to None when you’ve finished previewing. COLORIZING GRAPHICS PREVIEWS

Continues

Flattener and Separations Previews

(Continued)

The Separations Preview palette allows you to preview CMYK process plates individually on screen, before outputting. You can use the separations preview to check rich black builds, total ink coverage (to make sure it does not exceed press limitations), and overprinting (including transparency and blends).

Hover your mouse over any area in the document to view the CMYK numerical build for a specific color. The percentage numbers appear next to each plate color, and change as you move your mouse around the document.

You can choose to view each plate in its actual color (Cyan, Magenta, Yellow, or Black).

Or you can choose to view each plate in black.

The Ink Limit preview displays any exceeding ink coverage in red.